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 9-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 | $212,638 | $210,648+0.9% | $177,989+19.5% | $145,922+45.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.39% | 385.86%-368.5pp | 294.48%-277.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $13,932 | $4,565+205.2% | $3,949+252.8% | $4,660+199.0% |
| Participant deferral / active EE | $7,643 | $6,958+9.9% | $6,276+21.8% | $6,688+14.3% |
| Admin fee / account holder | $5,326 | $12,013-55.7% | $10,363-48.6% | $13,397-60.2% |