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 7-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 | $245,993 | $163,101+50.8% | $136,749+79.9% | $142,382+72.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.13% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $15,335 | $4,117+272.5% | $3,400+351.1% | $4,299+256.7% |
| Participant deferral / active EE | $20,667 | $5,585+270.0% | $4,692+340.5% | $6,507+217.6% |
| Admin fee / account holder | $1,020 | $14,318-92.9% | $11,386-91.0% | $12,624-91.9% |