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 | $227,688 | $214,378+6.2% | $200,582+13.5% | $142,382+59.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.83% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,598 | $6,841-62.0% | $6,419-59.5% | $4,299-39.6% |
| Participant deferral / active EE | $3,947 | $9,865-60.0% | $9,331-57.7% | $6,507-39.4% |
| Admin fee / account holder | $2,008 | $17,692-88.6% | $16,305-87.7% | $12,624-84.1% |