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 | $240,138 | $185,822+29.2% | $169,993+41.3% | $139,434+72.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.71% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,486 | $7,590-67.2% | $6,785-63.4% | $4,751-47.7% |
| Participant deferral / active EE | $9,468 | $11,622-18.5% | $10,408-9.0% | $6,710+41.1% |
| Admin fee / account holder | $6,409 | $15,381-58.3% | $12,815-50.0% | $11,403-43.8% |