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 4-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 | $202,261 | $138,347+46.2% | $184,203+9.8% | $80,856+150.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 42.38% | 20.02%+22.4pp | 28.81%+13.6pp | 35.59%+6.8pp |
| Employer contribution / active EE | $4,373 | $4,850-9.8% | $6,427-32.0% | $2,755+58.7% |
| Participant deferral / active EE | $17,995 | $7,071+154.5% | $9,131+97.1% | $4,296+318.9% |
| Admin fee / account holder | $11,370 | $10,483+8.5% | $13,901-18.2% | $6,918+64.4% |