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 | $223,759 | $106,584+109.9% | $101,326+120.8% | $142,382+57.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.02% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $750 | $3,956-81.0% | $3,665-79.5% | $4,299-82.6% |
| Participant deferral / active EE | $7,290 | $8,297-12.1% | $7,994-8.8% | $6,507+12.0% |
| Admin fee / account holder | $2,618 | $11,446-77.1% | $11,185-76.6% | $12,624-79.3% |