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 | $206,208 | $80,673+155.6% | $101,326+103.5% | $84,808+143.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.29% | 38.95%-19.7pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,514 | $2,698+67.3% | $3,665+23.2% | $2,631+71.6% |
| Participant deferral / active EE | $16,794 | $6,840+145.5% | $7,994+110.1% | $4,212+298.8% |
| Admin fee / account holder | $3,406 | $12,784-73.4% | $11,185-69.5% | $7,344-53.6% |