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 | $204,813 | $217,402-5.8% | $185,823+10.2% | $167,490+22.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.56% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $9,579 | $5,873+63.1% | $5,167+85.4% | $4,837+98.0% |
| Participant deferral / active EE | $11,090 | $6,356+74.5% | $5,568+99.2% | $6,341+74.9% |
| Admin fee / account holder | $14,514 | $19,811-26.7% | $16,237-10.6% | $12,309+17.9% |