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 | $182,223 | $177,572+2.6% | $154,803+17.7% | $142,382+28.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.86% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $16,382 | $4,810+240.6% | $4,305+280.5% | $4,299+281.1% |
| Participant deferral / active EE | $15,093 | $6,272+140.6% | $5,540+172.4% | $6,507+131.9% |
| Admin fee / account holder | $1,018 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |