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 | $230,430 | $114,381+101.5% | $107,525+114.3% | $142,382+61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.71% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $26,684 | $4,015+564.7% | $3,754+610.9% | $4,299+520.7% |
| Participant deferral / active EE | $15,790 | $5,564+183.8% | $5,116+208.7% | $6,507+142.7% |
| Admin fee / account holder | $13,980 | $9,860+41.8% | $8,919+56.7% | $12,624+10.7% |