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 | $167,267 | $117,983+41.8% | $101,794+64.3% | $142,382+17.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.11% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,353 | $2,773-15.1% | $2,289+2.8% | $4,299-45.3% |
| Participant deferral / active EE | $6,539 | $4,714+38.7% | $4,084+60.1% | $6,507+0.5% |
| Admin fee / account holder | $9,354 | $10,433-10.3% | $8,777+6.6% | $12,624-25.9% |