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 | $242,690 | $127,065+91.0% | $113,168+114.5% | $142,382+70.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.40% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $7,125 | $3,442+107.0% | $2,975+139.5% | $4,299+65.7% |
| Participant deferral / active EE | $10,029 | $5,716+75.4% | $5,107+96.4% | $6,507+54.1% |
| Admin fee / account holder | $127,722 | $15,736+711.7% | $12,068+958.4% | $12,624+911.8% |