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 | $186,414 | $96,484+93.2% | $75,886+145.6% | $152,861+22.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.64% | 33.98%-9.3pp | 30.76%-6.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $10,344 | $3,309+212.6% | $2,500+313.7% | $4,762+117.2% |
| Participant deferral / active EE | $4,390 | $4,553-3.6% | $3,603+21.8% | $5,850-25.0% |
| Admin fee / account holder | $1,163 | $8,078-85.6% | $5,418-78.5% | $11,596-90.0% |