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 5-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 | $223,241 | $150,187+48.6% | $120,354+85.5% | $145,922+53.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.88% | 154.07%-135.2pp | 107.15%-88.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $12,889 | $4,348+196.4% | $3,463+272.2% | $4,660+176.6% |
| Participant deferral / active EE | $18,373 | $6,173+197.6% | $4,991+268.1% | $6,688+174.7% |
| Admin fee / account holder | $1,834 | $12,207-85.0% | $9,423-80.5% | $13,397-86.3% |