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 | $231,707 | $226,064+2.5% | $182,532+26.9% | $152,861+51.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 23.87% | 192.51%-168.6pp | 148.54%-124.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $8,308 | $4,978+66.9% | $4,076+103.8% | $4,762+74.5% |
| Participant deferral / active EE | $6,023 | $6,368-5.4% | $5,524+9.0% | $5,850+2.9% |
| Admin fee / account holder | $2,137 | $10,703-80.0% | $8,592-75.1% | $11,596-81.6% |