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 | $227,379 | $158,398+43.5% | $126,539+79.7% | $142,382+59.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.40% | 593.76%-579.4pp | 425.95%-411.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $45,111 | $4,650+870.1% | $3,674+1127.8% | $4,299+949.3% |
| Participant deferral / active EE | $26,000 | $4,767+445.4% | $4,083+536.8% | $6,507+299.6% |
| Admin fee / account holder | $1,034 | $6,918-85.1% | $6,065-83.0% | $12,624-91.8% |