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 | $207,400 | $93,571+121.6% | $135,903+52.6% | $75,163+175.9% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 21.50% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $5,465 | $3,537+54.5% | $4,856+12.5% | $2,670+104.7% |
| Participant deferral / active EE | $9,874 | $6,404+54.2% | $7,758+27.3% | $4,125+139.4% |
| Admin fee / account holder | $11,767 | $6,975+68.7% | $10,762+9.3% | $5,651+108.2% |