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 | $249,263 | $114,381+117.9% | $107,525+131.8% | $142,382+75.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.57% | 242.71%-228.1pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $18,564 | $4,015+362.4% | $3,754+394.6% | $4,299+331.8% |
| Participant deferral / active EE | $15,025 | $5,564+170.0% | $5,116+193.7% | $6,507+130.9% |
| Admin fee / account holder | $31,034 | $9,860+214.7% | $8,919+248.0% | $12,624+145.8% |