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 | $199,572 | $159,602+25.0% | $150,045+33.0% | $142,382+40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.51% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $9,133 | $4,961+84.1% | $4,693+94.6% | $4,299+112.4% |
| Participant deferral / active EE | $15,539 | $8,310+87.0% | $7,997+94.3% | $6,507+138.8% |
| Admin fee / account holder | $17,472 | $14,846+17.7% | $13,435+30.0% | $12,624+38.4% |