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 | $189,459 | $197,591-4.1% | $177,821+6.5% | $158,922+19.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.04% | 58.76%-41.7pp | 48.32%-31.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,923 | $6,697-71.3% | $5,918-67.5% | $4,761-59.6% |
| Participant deferral / active EE | $3,847 | $8,405-54.2% | $7,714-50.1% | $5,982-35.7% |
| Admin fee / account holder | $1,240 | $15,399-91.9% | $12,427-90.0% | $11,246-89.0% |