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 9-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 | $237,092 | $93,571+153.4% | $135,903+74.5% | $75,163+215.4% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 16.79% | 30.90%-14.1pp | 68.23%-51.4pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,929 | $3,537+39.4% | $4,856+1.5% | $2,670+84.6% |
| Participant deferral / active EE | $8,367 | $6,404+30.6% | $7,758+7.9% | $4,125+102.8% |
| Admin fee / account holder | $6,663 | $6,975-4.5% | $10,762-38.1% | $5,651+17.9% |