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 | $210,942 | $197,591+6.8% | $177,821+18.6% | $158,922+32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.34% | 58.76%-50.4pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,947 | $6,697-70.9% | $5,918-67.1% | $4,761-59.1% |
| Participant deferral / active EE | $6,258 | $8,405-25.5% | $7,714-18.9% | $5,982+4.6% |
| Admin fee / account holder | $17,400 | $15,399+13.0% | $12,427+40.0% | $11,246+54.7% |