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 | $211,567 | $159,602+32.6% | $150,045+41.0% | $142,382+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.83% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,041 | $4,961-38.7% | $4,693-35.2% | $4,299-29.3% |
| Participant deferral / active EE | $9,512 | $8,310+14.5% | $7,997+18.9% | $6,507+46.2% |
| Admin fee / account holder | $10,334 | $14,846-30.4% | $13,435-23.1% | $12,624-18.1% |