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 | $201,145 | $202,318-0.6% | $172,739+16.4% | $152,861+31.6% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 21.02% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,067 | $5,856-64.7% | $5,143-59.8% | $4,762-56.6% |
| Participant deferral / active EE | $3,492 | $5,948-41.3% | $5,198-32.8% | $5,850-40.3% |
| Admin fee / account holder | $1,349 | $17,109-92.1% | $13,954-90.3% | $11,596-88.4% |