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 | $229,847 | $98,750+132.8% | $149,696+53.5% | $79,858+187.8% |
| Participation rate | 90.6% | 75.8%+14.9pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 14.68% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $11,681 | $3,216+263.2% | $4,644+151.5% | $2,471+372.8% |
| Participant deferral / active EE | $8,574 | $5,680+50.9% | $6,842+25.3% | $3,740+129.2% |
| Admin fee / account holder | $15,167 | $6,053+150.6% | $9,309+62.9% | $5,306+185.8% |