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 | $226,901 | $112,881+101.0% | $90,951+149.5% | $158,922+42.8% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 15.49% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $8,681 | $2,893+200.1% | $2,122+309.1% | $4,761+82.3% |
| Participant deferral / active EE | $7,167 | $4,128+73.6% | $3,373+112.5% | $5,982+19.8% |
| Admin fee / account holder | $333 | $8,041-95.9% | $5,959-94.4% | $11,246-97.0% |