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 | $191,661 | $198,466-3.4% | $170,442+12.4% | $147,584+29.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.32% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $9,364 | $6,184+51.4% | $5,433+72.4% | $4,876+92.0% |
| Participant deferral / active EE | $23,402 | $5,629+315.7% | $4,939+373.8% | $5,439+330.3% |
| Admin fee / account holder | $25,951 | $16,852+54.0% | $13,880+87.0% | $10,885+138.4% |