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 | $224,579 | $175,202+28.2% | $149,673+50.0% | $139,434+61.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.34% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $4,979 | $5,474-9.1% | $4,818+3.3% | $4,751+4.8% |
| Participant deferral / active EE | $5,712 | $6,519-12.4% | $5,680+0.6% | $6,710-14.9% |
| Admin fee / account holder | $39,359 | $16,150+143.7% | $13,210+198.0% | $11,403+245.2% |