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 | $224,914 | $209,411+7.4% | $178,490+26.0% | $158,922+41.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.84% | 188.75%-169.9pp | 151.07%-132.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $7,158 | $5,706+25.4% | $5,011+42.9% | $4,761+50.3% |
| Participant deferral / active EE | $11,284 | $5,954+89.5% | $5,202+116.9% | $5,982+88.6% |
| Admin fee / account holder | $34,986 | $17,074+104.9% | $13,984+150.2% | $11,246+211.1% |