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 9-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 | $143,994 | $97,757+47.3% | $83,848+71.7% | $135,375+6.4% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | 14.25% | 1287.37%-1273.1pp | 850.88%-836.6pp | 519.73%-505.5pp |
| Employer contribution / active EE | $4,530 | $4,222+7.3% | $3,631+24.8% | $4,779-5.2% |
| Participant deferral / active EE | $13,877 | $4,682+196.4% | $4,082+240.0% | $5,609+147.4% |
| Admin fee / account holder | $10,356 | $6,674+55.2% | $5,478+89.0% | $10,827-4.4% |