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 7-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 | $185,817 | $177,572+4.6% | $154,803+20.0% | $142,382+30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $19,598 | $4,810+307.4% | $4,305+355.2% | $4,299+355.9% |
| Participant deferral / active EE | $10,833 | $6,272+72.7% | $5,540+95.5% | $6,507+66.5% |
| Admin fee / account holder | $1,241 | $16,786-92.6% | $14,329-91.3% | $12,624-90.2% |