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 8-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 | $174,892 | $185,822-5.9% | $169,993+2.9% | $139,434+25.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.37% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $14,162 | $7,590+86.6% | $6,785+108.7% | $4,751+198.1% |
| Participant deferral / active EE | $15,380 | $11,622+32.3% | $10,408+47.8% | $6,710+129.2% |
| Admin fee / account holder | $53,601 | $15,381+248.5% | $12,815+318.3% | $11,403+370.1% |