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 | $184,723 | $98,750+87.1% | $149,696+23.4% | $79,858+131.3% |
| Participation rate | 78.4% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.8pp |
| Annual return | 24.85% | 27.43%-2.6pp | 276.60%-251.8pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,025 | $3,216-6.0% | $4,644-34.9% | $2,471+22.4% |
| Participant deferral / active EE | $7,359 | $5,680+29.6% | $6,842+7.6% | $3,740+96.8% |
| Admin fee / account holder | $5,025 | $6,053-17.0% | $9,309-46.0% | $5,306-5.3% |