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 | $233,210 | $209,411+11.4% | $178,490+30.7% | $158,922+46.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.62% | 188.75%-179.1pp | 151.07%-141.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,939 | $5,706-31.0% | $5,011-21.4% | $4,761-17.3% |
| Participant deferral / active EE | $4,097 | $5,954-31.2% | $5,202-21.2% | $5,982-31.5% |
| Admin fee / account holder | $8,137 | $17,074-52.3% | $13,984-41.8% | $11,246-27.6% |