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 | $243,549 | $183,519+32.7% | $155,509+56.6% | $145,922+66.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,541 | $5,313-33.4% | $4,672-24.2% | $4,660-24.0% |
| Participant deferral / active EE | $13,470 | $6,462+108.4% | $5,626+139.4% | $6,688+101.4% |
| Admin fee / account holder | $1,406 | $19,313-92.7% | $15,912-91.2% | $13,397-89.5% |