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 | $201,906 | $227,553-11.3% | $189,557+6.5% | $167,490+20.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.59% | 78.40%-67.8pp | 64.17%-53.6pp | 478.56%-468.0pp |
| Employer contribution / active EE | $5,388 | $5,316+1.3% | $4,412+22.1% | $4,837+11.4% |
| Participant deferral / active EE | $7,245 | $7,002+3.5% | $6,174+17.4% | $6,341+14.3% |
| Admin fee / account holder | $1,163 | $11,878-90.2% | $9,807-88.1% | $12,309-90.6% |