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 | $209,924 | $127,065+65.2% | $113,168+85.5% | $142,382+47.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.32% | 24.03%-11.7pp | 24.27%-11.9pp | 217.08%-204.8pp |
| Employer contribution / active EE | $16,597 | $3,442+382.2% | $2,975+457.8% | $4,299+286.1% |
| Participant deferral / active EE | $2,837 | $5,716-50.4% | $5,107-44.5% | $6,507-56.4% |
| Admin fee / account holder | $1,650 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |