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 8-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 | $241,034 | $89,355+169.7% | $141,162+70.8% | $72,985+230.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.77% | 111.85%-91.1pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $4,741 | $3,114+52.2% | $4,735+0.1% | $2,440+94.3% |
| Participant deferral / active EE | $10,529 | $5,418+94.3% | $6,709+56.9% | $3,607+191.9% |
| Admin fee / account holder | $53,337 | $5,958+795.2% | $10,261+419.8% | $5,124+940.9% |