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 | $247,410 | $58,208+325.0% | $81,812+202.4% | $80,856+206.0% |
| Participation rate | 74.0% | 63.4%+10.6pp | 72.3%+1.7pp | 67.6%+6.4pp |
| Annual return | 11.87% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,615 | $2,340+54.5% | $2,912+24.1% | $2,755+31.2% |
| Participant deferral / active EE | $8,931 | $3,281+172.2% | $4,319+106.8% | $4,296+107.9% |
| Admin fee / account holder | $45,607 | $4,981+815.6% | $7,386+517.5% | $6,918+559.3% |