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 | $237,055 | $127,065+86.6% | $113,168+109.5% | $142,382+66.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.90% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,022 | $3,442-12.2% | $2,975+1.6% | $4,299-29.7% |
| Participant deferral / active EE | $6,597 | $5,716+15.4% | $5,107+29.2% | $6,507+1.4% |
| Admin fee / account holder | $1,031 | $15,736-93.4% | $12,068-91.5% | $12,624-91.8% |