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 | $184,828 | $175,202+5.5% | $149,673+23.5% | $139,434+32.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.87% | 166.71%-152.8pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,637 | $5,474-70.1% | $4,818-66.0% | $4,751-65.5% |
| Participant deferral / active EE | $7,999 | $6,519+22.7% | $5,680+40.8% | $6,710+19.2% |
| Admin fee / account holder | $16,208 | $16,150+0.4% | $13,210+22.7% | $11,403+42.1% |