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 | $210,136 | $54,705+284.1% | $71,209+195.1% | $84,808+147.8% |
| Participation rate | 86.0% | 64.1%+22.0pp | 73.8%+12.3pp | 68.3%+17.7pp |
| Annual return | 14.80% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $8,555 | $2,158+296.4% | $2,721+214.4% | $2,631+225.2% |
| Participant deferral / active EE | $5,992 | $3,030+97.7% | $4,175+43.5% | $4,212+42.3% |
| Admin fee / account holder | $38,123 | $4,863+683.9% | $5,349+612.7% | $7,344+419.1% |