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 | $201,011 | $118,680+69.4% | $98,907+103.2% | $158,922+26.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.91% | 372.35%-364.4pp | 196.43%-188.5pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,463 | $3,333+3.9% | $2,689+28.8% | $4,761-27.3% |
| Participant deferral / active EE | $2,855 | $5,088-43.9% | $4,244-32.7% | $5,982-52.3% |
| Admin fee / account holder | $43,918 | $10,131+333.5% | $6,642+561.3% | $11,246+290.5% |