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 | $201,739 | $159,602+26.4% | $150,045+34.5% | $142,382+41.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.05% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $16,088 | $4,961+224.3% | $4,693+242.8% | $4,299+274.2% |
| Participant deferral / active EE | $10,876 | $8,310+30.9% | $7,997+36.0% | $6,507+67.1% |
| Admin fee / account holder | $10,562 | $14,846-28.9% | $13,435-21.4% | $12,624-16.3% |