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 | $177,449 | $135,952+30.5% | $123,892+43.2% | $273,961-35.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.72% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.7pp |
| Employer contribution / active EE | $14,892 | $5,170+188.1% | $4,617+222.6% | $4,869+205.9% |
| Participant deferral / active EE | $13,292 | $6,343+109.6% | $5,984+122.1% | $5,287+151.4% |
| Admin fee / account holder | $10,898 | $9,817+11.0% | $8,357+30.4% | $10,132+7.6% |