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 | $211,775 | $157,256+34.7% | $141,162+50.0% | $152,861+38.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.26% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $10,804 | $5,261+105.4% | $4,735+128.2% | $4,762+126.9% |
| Participant deferral / active EE | $14,617 | $7,109+105.6% | $6,709+117.9% | $5,850+149.9% |
| Admin fee / account holder | $1,606 | $12,120-86.8% | $10,261-84.4% | $11,596-86.2% |