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 | $235,909 | $217,402+8.5% | $185,823+27.0% | $167,490+40.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.45% | 148.36%-133.9pp | 122.05%-107.6pp | 478.56%-464.1pp |
| Employer contribution / active EE | $6,313 | $5,873+7.5% | $5,167+22.2% | $4,837+30.5% |
| Participant deferral / active EE | $14,310 | $6,356+125.1% | $5,568+157.0% | $6,341+125.7% |
| Admin fee / account holder | $1,485 | $19,811-92.5% | $16,237-90.9% | $12,309-87.9% |