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 | $218,302 | $91,538+138.5% | $129,995+67.9% | $75,163+190.4% |
| Participation rate | 98.6% | 71.4%+27.1pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 21.38% | -631.11%+652.5pp | -137.18%+158.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $4,845 | $2,845+70.3% | $4,320+12.2% | $2,670+81.5% |
| Participant deferral / active EE | $7,126 | $4,341+64.1% | $5,820+22.4% | $4,125+72.7% |
| Admin fee / account holder | $6,459 | $6,790-4.9% | $10,614-39.2% | $5,651+14.3% |