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 3-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 | $177,765 | $202,432-12.2% | $169,368+5.0% | $139,434+27.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.03% | 531.74%-514.7pp | 405.60%-388.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $12,478 | $4,692+165.9% | $4,013+211.0% | $4,751+162.7% |
| Participant deferral / active EE | $13,395 | $6,938+93.1% | $6,221+115.3% | $6,710+99.6% |
| Admin fee / account holder | $1,635 | $10,708-84.7% | $9,003-81.8% | $11,403-85.7% |