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 | $211,412 | $133,922+57.9% | $116,228+81.9% | $142,382+48.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.39% | 147.76%-132.4pp | 90.06%-74.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,066 | $3,446-69.1% | $2,994-64.4% | $4,299-75.2% |
| Participant deferral / active EE | $15,899 | $5,672+180.3% | $4,953+221.0% | $6,507+144.3% |
| Admin fee / account holder | $2,262 | $14,945-84.9% | $11,989-81.1% | $12,624-82.1% |