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 9-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 | $220,829 | $165,335+33.6% | $149,696+47.5% | $158,922+39.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 225.58% | 348.15%-122.6pp | 276.60%-51.0pp | 302.83%-77.2pp |
| Employer contribution / active EE | $5,658 | $5,103+10.9% | $4,644+21.8% | $4,761+18.8% |
| Participant deferral / active EE | $15,007 | $7,181+109.0% | $6,842+119.3% | $5,982+150.9% |
| Admin fee / account holder | $695 | $10,807-93.6% | $9,309-92.5% | $11,246-93.8% |