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 | $197,206 | $217,402-9.3% | $185,823+6.1% | $167,490+17.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.89% | 148.36%-126.5pp | 122.05%-100.2pp | 478.56%-456.7pp |
| Employer contribution / active EE | $9,243 | $5,873+57.4% | $5,167+78.9% | $4,837+91.1% |
| Participant deferral / active EE | $9,150 | $6,356+44.0% | $5,568+64.3% | $6,341+44.3% |
| Admin fee / account holder | $2,800 | $19,811-85.9% | $16,237-82.8% | $12,309-77.3% |