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 | $227,288 | $217,402+4.5% | $185,823+22.3% | $167,490+35.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 34.19% | 148.36%-114.2pp | 122.05%-87.9pp | 478.56%-444.4pp |
| Employer contribution / active EE | $2,031 | $5,873-65.4% | $5,167-60.7% | $4,837-58.0% |
| Participant deferral / active EE | $7,324 | $6,356+15.2% | $5,568+31.5% | $6,341+15.5% |
| Admin fee / account holder | $8,837 | $19,811-55.4% | $16,237-45.6% | $12,309-28.2% |