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 8-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 | $195,841 | $91,538+113.9% | $129,995+50.7% | $75,163+160.6% |
| Participation rate | 88.0% | 71.4%+16.6pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 15.51% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,762 | $2,845+67.4% | $4,320+10.2% | $2,670+78.4% |
| Participant deferral / active EE | $6,828 | $4,341+57.3% | $5,820+17.3% | $4,125+65.5% |
| Admin fee / account holder | $8,075 | $6,790+18.9% | $10,614-23.9% | $5,651+42.9% |