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 | $197,519 | $159,602+23.8% | $150,045+31.6% | $142,382+38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.57% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,734 | $4,961-44.9% | $4,693-41.7% | $4,299-36.4% |
| Participant deferral / active EE | $14,047 | $8,310+69.0% | $7,997+75.7% | $6,507+115.9% |
| Admin fee / account holder | $8,789 | $14,846-40.8% | $13,435-34.6% | $12,624-30.4% |