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 | $234,665 | $54,705+329.0% | $71,209+229.5% | $84,808+176.7% |
| Participation rate | 96.9% | 64.1%+32.9pp | 73.8%+23.2pp | 68.3%+28.6pp |
| Annual return | 15.89% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,469 | $2,158+107.1% | $2,721+64.3% | $2,631+69.9% |
| Participant deferral / active EE | $20,109 | $3,030+563.6% | $4,175+381.6% | $4,212+377.5% |
| Admin fee / account holder | $18,929 | $4,863+289.2% | $5,349+253.9% | $7,344+157.8% |