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 | $198,017 | $165,984+19.3% | $164,813+20.1% | $145,922+35.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 15.24% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,537 | $5,273-70.8% | $4,341-64.6% | $4,660-67.0% |
| Participant deferral / active EE | $5,238 | $6,959-24.7% | $6,031-13.2% | $6,688-21.7% |
| Admin fee / account holder | $2,953 | $16,648-82.3% | $12,690-76.7% | $13,397-78.0% |