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 | $184,504 | $165,335+11.6% | $149,696+23.3% | $158,922+16.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.66% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,902 | $5,103+35.3% | $4,644+48.6% | $4,761+45.0% |
| Participant deferral / active EE | $5,794 | $7,181-19.3% | $6,842-15.3% | $5,982-3.1% |
| Admin fee / account holder | $18,127 | $10,807+67.7% | $9,309+94.7% | $11,246+61.2% |