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 | $225,554 | $109,327+106.3% | $89,391+152.3% | $158,922+41.9% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.0%+22.5pp | 82.0%+8.5pp |
| Annual return | 14.15% | 345.68%-331.5pp | 245.62%-231.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,062 | $4,598+75.3% | $3,890+107.3% | $5,982+34.8% |
| Admin fee / account holder | $8,154 | $6,153+32.5% | $4,881+67.0% | $11,246-27.5% |