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 | $158,515 | $72,404+118.9% | $110,238+43.8% | $64,186+147.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.79% | -6.29%+14.1pp | 314.74%-306.9pp | 7.63%+0.2pp |
| Employer contribution / active EE | $3,043 | $2,282+33.4% | $3,826-20.5% | $2,381+27.8% |
| Participant deferral / active EE | $7,237 | $3,469+108.6% | $4,672+54.9% | $3,470+108.6% |
| Admin fee / account holder | $10,246 | $5,664+80.9% | $8,547+19.9% | $4,888+109.6% |