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 | $230,657 | $209,411+10.1% | $178,490+29.2% | $158,922+45.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.19% | 188.75%-159.6pp | 151.07%-121.9pp | 302.83%-273.6pp |
| Employer contribution / active EE | $22,650 | $5,706+296.9% | $5,011+352.0% | $4,761+375.7% |
| Participant deferral / active EE | $10,931 | $5,954+83.6% | $5,202+110.2% | $5,982+82.7% |
| Admin fee / account holder | $60,919 | $17,074+256.8% | $13,984+335.6% | $11,246+441.7% |