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 | $218,611 | $105,181+107.8% | $159,436+37.1% | $85,850+154.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.8%+1.2pp | 69.3%+14.7pp |
| Annual return | 20.44% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $2,737 | $3,318-17.5% | $4,829-43.3% | $2,565+6.7% |
| Participant deferral / active EE | $8,720 | $5,945+46.7% | $7,352+18.6% | $3,952+120.7% |
| Admin fee / account holder | $16,004 | $6,933+130.8% | $10,799+48.2% | $6,260+155.7% |