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 8-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 | $190,297 | $105,181+80.9% | $159,436+19.4% | $85,850+121.7% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 14.70% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,790 | $3,318+14.2% | $4,829-21.5% | $2,565+47.8% |
| Participant deferral / active EE | $11,405 | $5,945+91.9% | $7,352+55.1% | $3,952+188.6% |
| Admin fee / account holder | $5,199 | $6,933-25.0% | $10,799-51.9% | $6,260-16.9% |