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 | $182,850 | $159,901+14.4% | $146,958+24.4% | $145,922+25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.28% | 98.13%-73.8pp | 418.34%-394.1pp | 561.29%-537.0pp |
| Employer contribution / active EE | $13,064 | $5,286+147.1% | $4,933+164.8% | $4,660+180.4% |
| Participant deferral / active EE | $15,131 | $8,428+79.5% | $8,070+87.5% | $6,688+126.3% |
| Admin fee / account holder | $15,848 | $15,044+5.3% | $12,998+21.9% | $13,397+18.3% |