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 | $212,706 | $179,726+18.4% | $156,263+36.1% | $142,382+49.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.76% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,378 | $5,069-53.1% | $4,333-45.1% | $4,299-44.7% |
| Participant deferral / active EE | $20,667 | $6,956+197.1% | $6,158+235.6% | $6,507+217.6% |
| Admin fee / account holder | $1,695 | $17,272-90.2% | $14,255-88.1% | $12,624-86.6% |