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 | $244,611 | $99,032+147.0% | $80,019+205.7% | $135,375+80.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 10.34% | 15.39%-5.0pp | 11.22%-0.9pp | 519.73%-509.4pp |
| Employer contribution / active EE | $1,421 | $3,043-53.3% | $2,468-42.4% | $4,779-70.3% |
| Participant deferral / active EE | $9,471 | $4,282+121.2% | $3,686+157.0% | $5,609+68.9% |
| Admin fee / account holder | $1,305 | $10,436-87.5% | $6,521-80.0% | $10,827-87.9% |