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 | $185,548 | $118,450+56.6% | $98,439+88.5% | $139,434+33.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.79% | 18.94%-3.1pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,222 | $3,609-38.4% | $3,048-27.1% | $4,751-53.2% |
| Participant deferral / active EE | $9,376 | $5,392+73.9% | $4,738+97.9% | $6,710+39.7% |
| Admin fee / account holder | $3,162 | $14,026-77.5% | $8,948-64.7% | $11,403-72.3% |