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 | $224,774 | $70,669+218.1% | $169,368+32.7% | $75,163+199.0% |
| Participation rate | 81.8% | 64.8%+17.0pp | 77.1%+4.7pp | 67.2%+14.6pp |
| Annual return | 15.48% | 36.36%-20.9pp | 405.60%-390.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,491 | $2,211+12.7% | $4,013-37.9% | $2,670-6.7% |
| Participant deferral / active EE | $6,021 | $4,311+39.7% | $6,221-3.2% | $4,125+46.0% |
| Admin fee / account holder | $4,135 | $5,402-23.5% | $9,003-54.1% | $5,651-26.8% |