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 | $225,312 | $177,572+26.9% | $154,803+45.5% | $142,382+58.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.82% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,738 | $4,810+123.2% | $4,305+149.4% | $4,299+149.8% |
| Participant deferral / active EE | $2,764 | $6,272-55.9% | $5,540-50.1% | $6,507-57.5% |
| Admin fee / account holder | $32,038 | $16,786+90.9% | $14,329+123.6% | $12,624+153.8% |