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 | $232,330 | $93,571+148.3% | $135,903+71.0% | $75,163+209.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.50% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,269 | $3,537+20.7% | $4,856-12.1% | $2,670+59.9% |
| Participant deferral / active EE | $9,258 | $6,404+44.6% | $7,758+19.3% | $4,125+124.4% |
| Admin fee / account holder | $12,015 | $6,975+72.2% | $10,762+11.6% | $5,651+112.6% |