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 | $197,433 | $202,318-2.4% | $172,739+14.3% | $152,861+29.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.64% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $4,731 | $5,856-19.2% | $5,143-8.0% | $4,762-0.7% |
| Participant deferral / active EE | $6,948 | $5,948+16.8% | $5,198+33.7% | $5,850+18.8% |
| Admin fee / account holder | $2,374 | $17,109-86.1% | $13,954-83.0% | $11,596-79.5% |