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 | $204,885 | $183,519+11.6% | $155,509+31.8% | $145,922+40.4% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 10.76% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,710 | $5,313+63.9% | $4,672+86.4% | $4,660+86.9% |
| Participant deferral / active EE | $6,505 | $6,462+0.7% | $5,626+15.6% | $6,688-2.7% |
| Admin fee / account holder | $8,058 | $19,313-58.3% | $15,912-49.4% | $13,397-39.9% |