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 | $196,424 | $209,832-6.4% | $189,513+3.6% | $167,490+17.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.24% | 748.27%-735.0pp | 555.15%-541.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $9,305 | $6,914+34.6% | $6,162+51.0% | $4,837+92.4% |
| Participant deferral / active EE | $8,473 | $8,935-5.2% | $8,221+3.1% | $6,341+33.6% |
| Admin fee / account holder | $1,839 | $14,293-87.1% | $12,045-84.7% | $12,309-85.1% |