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 | $174,807 | $89,753+94.8% | $107,525+62.6% | $84,808+106.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.91% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $14,747 | $3,113+373.7% | $3,754+292.9% | $2,631+460.5% |
| Participant deferral / active EE | $5,121 | $4,056+26.2% | $5,116+0.1% | $4,212+21.6% |
| Admin fee / account holder | $525 | $7,222-92.7% | $8,919-94.1% | $7,344-92.8% |