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 | $197,211 | $183,963+7.2% | $162,163+21.6% | $152,861+29.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.79% | 150.76%-132.0pp | 115.59%-96.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $7,028 | $6,371+10.3% | $5,614+25.2% | $4,762+47.6% |
| Participant deferral / active EE | $5,712 | $8,034-28.9% | $7,298-21.7% | $5,850-2.4% |
| Admin fee / account holder | $117,651 | $13,121+796.6% | $10,843+985.1% | $11,596+914.5% |