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 | $173,968 | $157,256+10.6% | $141,162+23.2% | $152,861+13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.58% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $7,300 | $5,261+38.8% | $4,735+54.2% | $4,762+53.3% |
| Participant deferral / active EE | $10,212 | $7,109+43.6% | $6,709+52.2% | $5,850+74.6% |
| Admin fee / account holder | $35,729 | $12,120+194.8% | $10,261+248.2% | $11,596+208.1% |