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 | $212,463 | $214,378-0.9% | $200,582+5.9% | $142,382+49.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.53% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,499 | $6,841-48.9% | $6,419-45.5% | $4,299-18.6% |
| Participant deferral / active EE | $9,424 | $9,865-4.5% | $9,331+1.0% | $6,507+44.8% |
| Admin fee / account holder | $7,750 | $17,692-56.2% | $16,305-52.5% | $12,624-38.6% |