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 | $188,312 | $77,899+141.7% | $149,673+25.8% | $75,163+150.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.96% | 31.72%-5.8pp | 134.42%-108.5pp | 160.62%-134.7pp |
| Employer contribution / active EE | $13,754 | $3,137+338.4% | $4,818+185.5% | $2,670+415.2% |
| Participant deferral / active EE | $7,865 | $3,411+130.6% | $5,680+38.5% | $4,125+90.7% |
| Admin fee / account holder | $11,675 | $5,956+96.0% | $13,210-11.6% | $5,651+106.6% |