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 | $200,047 | $177,572+12.7% | $154,803+29.2% | $142,382+40.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.50% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $4,046 | $4,810-15.9% | $4,305-6.0% | $4,299-5.9% |
| Participant deferral / active EE | $12,496 | $6,272+99.2% | $5,540+125.5% | $6,507+92.0% |
| Admin fee / account holder | $1,839 | $16,786-89.0% | $14,329-87.2% | $12,624-85.4% |