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 | $199,419 | $209,411-4.8% | $178,490+11.7% | $158,922+25.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.26% | 188.75%-165.5pp | 151.07%-127.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,111 | $5,706-63.0% | $5,011-57.9% | $4,761-55.7% |
| Participant deferral / active EE | $8,716 | $5,954+46.4% | $5,202+67.6% | $5,982+45.7% |
| Admin fee / account holder | $38,795 | $17,074+127.2% | $13,984+177.4% | $11,246+245.0% |