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 | $218,393 | $127,065+71.9% | $113,168+93.0% | $142,382+53.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.26% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $6,006 | $3,442+74.5% | $2,975+101.9% | $4,299+39.7% |
| Participant deferral / active EE | $21,894 | $5,716+283.0% | $5,107+328.7% | $6,507+236.5% |
| Admin fee / account holder | $75,875 | $15,736+382.2% | $12,068+528.7% | $12,624+501.0% |