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 | $192,836 | $158,398+21.7% | $126,539+52.4% | $142,382+35.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.64% | 593.76%-580.1pp | 425.95%-412.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,932 | $4,650-58.4% | $3,674-47.4% | $4,299-55.1% |
| Participant deferral / active EE | $4,990 | $4,767+4.7% | $4,083+22.2% | $6,507-23.3% |
| Admin fee / account holder | $11,951 | $6,918+72.7% | $6,065+97.1% | $12,624-5.3% |