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 | $179,184 | $152,587+17.4% | $125,175+43.1% | $152,861+17.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.35% | 54.84%-31.5pp | 43.79%-20.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $27,242 | $4,946+450.8% | $3,865+604.8% | $4,762+472.0% |
| Participant deferral / active EE | $18,767 | $5,868+219.8% | $4,937+280.1% | $5,850+220.8% |
| Admin fee / account holder | $2,195 | $13,434-83.7% | $9,702-77.4% | $11,596-81.1% |