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 | $188,243 | $111,724+68.5% | $93,606+101.1% | $145,922+29.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.19% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,803 | $3,090-9.3% | $2,420+15.8% | $4,660-39.9% |
| Participant deferral / active EE | $5,027 | $4,912+2.3% | $4,411+13.9% | $6,688-24.8% |
| Admin fee / account holder | $8,651 | $10,250-15.6% | $8,285+4.4% | $13,397-35.4% |