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 | $122,475 | $89,753+36.5% | $107,525+13.9% | $84,808+44.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.78% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,287 | $3,113+37.7% | $3,754+14.2% | $2,631+63.0% |
| Participant deferral / active EE | $8,285 | $4,056+104.2% | $5,116+61.9% | $4,212+96.7% |
| Admin fee / account holder | $12,566 | $7,222+74.0% | $8,919+40.9% | $7,344+71.1% |