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 5-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 | $207,382 | $102,317+102.7% | $146,958+41.1% | $80,856+156.5% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 19.98% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.6pp |
| Employer contribution / active EE | $4,305 | $3,713+15.9% | $4,933-12.7% | $2,755+56.3% |
| Participant deferral / active EE | $10,761 | $6,644+62.0% | $8,070+33.4% | $4,296+150.5% |
| Admin fee / account holder | $821 | $7,941-89.7% | $12,998-93.7% | $6,918-88.1% |