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 | $227,033 | $177,572+27.9% | $154,803+46.7% | $142,382+59.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.43% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,975 | $4,810+3.4% | $4,305+15.5% | $4,299+15.7% |
| Participant deferral / active EE | $10,062 | $6,272+60.4% | $5,540+81.6% | $6,507+54.6% |
| Admin fee / account holder | $2,171 | $16,786-87.1% | $14,329-84.8% | $12,624-82.8% |