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 | $236,782 | $114,381+107.0% | $107,525+120.2% | $142,382+66.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.37% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,615 | $4,015+15.0% | $3,754+23.0% | $4,299+7.3% |
| Participant deferral / active EE | $4,615 | $5,564-17.1% | $5,116-9.8% | $6,507-29.1% |
| Admin fee / account holder | $3,260 | $9,860-66.9% | $8,919-63.4% | $12,624-74.2% |