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 | $248,040 | $109,881+125.7% | $150,045+65.3% | $84,808+192.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.80% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,917 | $3,561+94.2% | $4,693+47.4% | $2,631+162.9% |
| Participant deferral / active EE | $12,895 | $6,636+94.3% | $7,997+61.3% | $4,212+206.2% |
| Admin fee / account holder | $32,320 | $8,568+277.2% | $13,435+140.6% | $7,344+340.1% |