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 | $230,509 | $103,376+123.0% | $87,100+164.6% | $152,861+50.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.54% | 28.10%-12.6pp | 28.19%-12.6pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,507 | $3,220+71.0% | $2,521+118.4% | $4,762+15.6% |
| Participant deferral / active EE | $5,499 | $4,778+15.1% | $4,049+35.8% | $5,850-6.0% |
| Admin fee / account holder | $9,047 | $12,205-25.9% | $7,497+20.7% | $11,596-22.0% |