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 | $230,110 | $183,963+25.1% | $162,163+41.9% | $152,861+50.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.88% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.4pp |
| Employer contribution / active EE | $3,555 | $6,371-44.2% | $5,614-36.7% | $4,762-25.4% |
| Participant deferral / active EE | $7,871 | $8,034-2.0% | $7,298+7.9% | $5,850+34.6% |
| Admin fee / account holder | $2,019 | $13,121-84.6% | $10,843-81.4% | $11,596-82.6% |