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 | $165,275 | $177,572-6.9% | $154,803+6.8% | $142,382+16.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.76% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $5,050 | $4,810+5.0% | $4,305+17.3% | $4,299+17.5% |
| Participant deferral / active EE | $10,163 | $6,272+62.0% | $5,540+83.4% | $6,507+56.2% |
| Admin fee / account holder | $4,617 | $16,786-72.5% | $14,329-67.8% | $12,624-63.4% |