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 | $199,123 | $202,432-1.6% | $169,368+17.6% | $139,434+42.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.94% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,926 | $4,692+5.0% | $4,013+22.8% | $4,751+3.7% |
| Participant deferral / active EE | $7,969 | $6,938+14.9% | $6,221+28.1% | $6,710+18.8% |
| Admin fee / account holder | $1,791 | $10,708-83.3% | $9,003-80.1% | $11,403-84.3% |