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 | $240,989 | $90,348+166.7% | $75,972+217.2% | $145,922+65.1% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 15.29% | 620.88%-605.6pp | 359.55%-344.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,321 | $3,311+60.7% | $2,685+98.2% | $4,660+14.2% |
| Participant deferral / active EE | $16,236 | $5,162+214.6% | $4,255+281.5% | $6,688+142.8% |
| Admin fee / account holder | $22,069 | $8,467+160.6% | $6,467+241.3% | $13,397+64.7% |