See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,059 | $198,466+21.0% | $170,442+40.8% | $147,584+62.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 42.03% | 257.29%-215.3pp | 205.93%-163.9pp | 578.55%-536.5pp |
| Employer contribution / active EE | $6,255 | $6,184+1.2% | $5,433+15.1% | $4,876+28.3% |
| Participant deferral / active EE | $9,628 | $5,629+71.0% | $4,939+94.9% | $5,439+77.0% |
| Admin fee / account holder | $1,111 | $16,852-93.4% | $13,880-92.0% | $10,885-89.8% |