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 | $195,606 | $177,572+10.2% | $154,803+26.4% | $142,382+37.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.54% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $16,995 | $4,810+253.3% | $4,305+294.7% | $4,299+295.3% |
| Participant deferral / active EE | $10,245 | $6,272+63.4% | $5,540+84.9% | $6,507+57.4% |
| Admin fee / account holder | $1,543 | $16,786-90.8% | $14,329-89.2% | $12,624-87.8% |