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 | $220,317 | $114,381+92.6% | $107,525+104.9% | $142,382+54.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.86% | 242.71%-228.8pp | 181.32%-167.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,617 | $4,015-34.8% | $3,754-30.3% | $4,299-39.1% |
| Participant deferral / active EE | $5,389 | $5,564-3.2% | $5,116+5.3% | $6,507-17.2% |
| Admin fee / account holder | $9,847 | $9,860-0.1% | $8,919+10.4% | $12,624-22.0% |