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 | $243,215 | $177,572+37.0% | $154,803+57.1% | $142,382+70.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.91% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,742 | $4,810+81.7% | $4,305+103.0% | $4,299+103.3% |
| Participant deferral / active EE | $20,677 | $6,272+229.7% | $5,540+273.2% | $6,507+217.8% |
| Admin fee / account holder | $2,038 | $16,786-87.9% | $14,329-85.8% | $12,624-83.9% |