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 | $168,290 | $68,346+146.2% | $94,646+77.8% | $75,163+123.9% |
| Participation rate | 90.2% | 76.1%+14.1pp | 80.8%+9.4pp | 67.2%+23.0pp |
| Annual return | 19.28% | 616.93%-597.6pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,131 | $2,701-21.1% | $3,672-42.0% | $2,670-20.2% |
| Participant deferral / active EE | $2,968 | $6,537-54.6% | $7,418-60.0% | $4,125-28.1% |
| Admin fee / account holder | $4,124 | $5,326-22.6% | $7,231-43.0% | $5,651-27.0% |