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 | $204,697 | $80,717+153.6% | $154,803+32.2% | $84,808+141.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.27% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,718 | $2,761+251.9% | $4,305+125.7% | $2,631+269.4% |
| Participant deferral / active EE | $10,258 | $3,303+210.5% | $5,540+85.1% | $4,212+143.6% |
| Admin fee / account holder | $78,909 | $6,746+1069.8% | $14,329+450.7% | $7,344+974.5% |