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 6-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 | $222,144 | $125,758+76.6% | $169,993+30.7% | $75,163+195.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.24% | 27.20%-12.0pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $7,391 | $4,615+60.2% | $6,785+8.9% | $2,670+176.8% |
| Participant deferral / active EE | $18,824 | $6,837+175.3% | $10,408+80.9% | $4,125+356.3% |
| Admin fee / account holder | $9,399 | $8,173+15.0% | $12,815-26.7% | $5,651+66.3% |