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 | $217,487 | $72,277+200.9% | $101,248+114.8% | $79,858+172.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.07% | 22.30%+3.8pp | 46.47%-20.4pp | 31.71%-5.6pp |
| Employer contribution / active EE | $870 | $2,692-67.7% | $3,660-76.2% | $2,471-64.8% |
| Participant deferral / active EE | $6,393 | $3,282+94.8% | $4,370+46.3% | $3,740+70.9% |
| Admin fee / account holder | $3,224 | $4,400-26.7% | $5,945-45.8% | $5,306-39.2% |