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 | $238,127 | $755,339-68.5% | $379,746-37.3% | $158,922+49.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 16.13% | 53.41%-37.3pp | 34.90%-18.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,823 | $4,685-39.8% | $3,540-20.3% | $4,761-40.7% |
| Participant deferral / active EE | $10,090 | $7,938+27.1% | $6,024+67.5% | $5,982+68.7% |
| Admin fee / account holder | $44,539 | $14,482+207.6% | $7,927+461.9% | $11,246+296.1% |