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 6-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 | $216,254 | $214,378+0.9% | $200,582+7.8% | $142,382+51.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.55% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $7,549 | $6,841+10.3% | $6,419+17.6% | $4,299+75.6% |
| Participant deferral / active EE | $17,255 | $9,865+74.9% | $9,331+84.9% | $6,507+165.2% |
| Admin fee / account holder | $7,507 | $17,692-57.6% | $16,305-54.0% | $12,624-40.5% |