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 | $206,993 | $214,378-3.4% | $200,582+3.2% | $142,382+45.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.83% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,358 | $6,841-7.1% | $6,419-1.0% | $4,299+47.9% |
| Participant deferral / active EE | $8,075 | $9,865-18.1% | $9,331-13.5% | $6,507+24.1% |
| Admin fee / account holder | $5,711 | $17,692-67.7% | $16,305-65.0% | $12,624-54.8% |