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 10-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 | $227,960 | $93,571+143.6% | $135,903+67.7% | $75,163+203.3% |
| Participation rate | 79.2% | 75.2%+4.1pp | 81.9%-2.7pp | 67.2%+12.1pp |
| Annual return | 15.62% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $10,027 | $3,537+183.5% | $4,856+106.5% | $2,670+275.6% |
| Participant deferral / active EE | $10,039 | $6,404+56.8% | $7,758+29.4% | $4,125+143.4% |
| Admin fee / account holder | $8,734 | $6,975+25.2% | $10,762-18.8% | $5,651+54.6% |