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 | $203,151 | $93,571+117.1% | $135,903+49.5% | $75,163+170.3% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 16.83% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $5,231 | $3,537+47.9% | $4,856+7.7% | $2,670+95.9% |
| Participant deferral / active EE | $11,165 | $6,404+74.3% | $7,758+43.9% | $4,125+170.7% |
| Admin fee / account holder | $31,552 | $6,975+352.3% | $10,762+193.2% | $5,651+458.3% |