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 | $191,481 | $157,256+21.8% | $141,162+35.6% | $152,861+25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.91% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,773 | $5,261+47.8% | $4,735+64.2% | $4,762+63.2% |
| Participant deferral / active EE | $18,625 | $7,109+162.0% | $6,709+177.6% | $5,850+218.4% |
| Admin fee / account holder | $66,652 | $12,120+449.9% | $10,261+549.6% | $11,596+474.8% |