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 | $158,215 | $81,248+94.7% | $155,509+1.7% | $80,856+95.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.03% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,132 | $3,100+1.0% | $4,672-33.0% | $2,755+13.7% |
| Participant deferral / active EE | $8,373 | $3,452+142.6% | $5,626+48.8% | $4,296+94.9% |
| Admin fee / account holder | $3,410 | $7,997-57.4% | $15,912-78.6% | $6,918-50.7% |