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 | $230,766 | $142,405+62.0% | $115,157+100.4% | $152,861+51.0% |
| Participation rate | 91.7% | 82.4%+9.3pp | 75.9%+15.8pp | 82.4%+9.2pp |
| Annual return | 22.57% | 41.48%-18.9pp | 35.60%-13.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $10,305 | $4,010+157.0% | $3,179+224.2% | $4,762+116.4% |
| Participant deferral / active EE | $13,212 | $5,164+155.9% | $4,168+217.0% | $5,850+125.8% |
| Admin fee / account holder | $24,216 | $8,462+186.2% | $7,088+241.6% | $11,596+108.8% |