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 | $228,782 | $159,602+43.3% | $150,045+52.5% | $142,382+60.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.75% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,252 | $4,961-34.4% | $4,693-30.7% | $4,299-24.3% |
| Participant deferral / active EE | $4,695 | $8,310-43.5% | $7,997-41.3% | $6,507-27.9% |
| Admin fee / account holder | $6,917 | $14,846-53.4% | $13,435-48.5% | $12,624-45.2% |