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 | $247,116 | $209,411+18.0% | $178,490+38.4% | $158,922+55.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.29% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $8,951 | $5,706+56.9% | $5,011+78.6% | $4,761+88.0% |
| Participant deferral / active EE | $8,014 | $5,954+34.6% | $5,202+54.1% | $5,982+34.0% |
| Admin fee / account holder | $5,718 | $17,074-66.5% | $13,984-59.1% | $11,246-49.2% |