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 | $183,450 | $158,398+15.8% | $126,539+45.0% | $142,382+28.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.45% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $4,836 | $4,650+4.0% | $3,674+31.6% | $4,299+12.5% |
| Participant deferral / active EE | $16,741 | $4,767+251.2% | $4,083+310.1% | $6,507+157.3% |
| Admin fee / account holder | $1,103 | $6,918-84.1% | $6,065-81.8% | $12,624-91.3% |