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 | $215,889 | $102,317+111.0% | $146,958+46.9% | $80,856+167.0% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 15.14% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,887 | $3,713+4.7% | $4,933-21.2% | $2,755+41.1% |
| Participant deferral / active EE | $9,679 | $6,644+45.7% | $8,070+19.9% | $4,296+125.3% |
| Admin fee / account holder | $5,785 | $7,941-27.2% | $12,998-55.5% | $6,918-16.4% |