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 4-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 | $226,557 | $70,669+220.6% | $169,368+33.8% | $75,163+201.4% |
| Participation rate | 97.6% | 64.8%+32.8pp | 77.1%+20.4pp | 67.2%+30.4pp |
| Annual return | 18.72% | 36.36%-17.6pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $6,079 | $2,211+175.0% | $4,013+51.5% | $2,670+127.7% |
| Participant deferral / active EE | $14,263 | $4,311+230.9% | $6,221+129.3% | $4,125+245.8% |
| Admin fee / account holder | $6,149 | $5,402+13.8% | $9,003-31.7% | $5,651+8.8% |