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 | $207,324 | $162,781+27.4% | $133,956+54.8% | $158,922+30.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.21% | 41.94%-19.7pp | 45.09%-22.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $9,594 | $4,975+92.8% | $3,919+144.8% | $4,761+101.5% |
| Participant deferral / active EE | $8,669 | $5,911+46.7% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $4,390 | $11,736-62.6% | $8,927-50.8% | $11,246-61.0% |