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 | $191,986 | $214,378-10.4% | $200,582-4.3% | $142,382+34.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.73% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,661 | $6,841-31.9% | $6,419-27.4% | $4,299+8.4% |
| Participant deferral / active EE | $4,661 | $9,865-52.7% | $9,331-50.0% | $6,507-28.4% |
| Admin fee / account holder | $1,429 | $17,692-91.9% | $16,305-91.2% | $12,624-88.7% |