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 | $246,464 | $209,411+17.7% | $178,490+38.1% | $158,922+55.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.15% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,909 | $5,706-49.0% | $5,011-41.9% | $4,761-38.9% |
| Participant deferral / active EE | $7,088 | $5,954+19.0% | $5,202+36.3% | $5,982+18.5% |
| Admin fee / account holder | $25,120 | $17,074+47.1% | $13,984+79.6% | $11,246+123.4% |