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 | $118,358 | $77,634+52.5% | $156,549-24.4% | $62,891+88.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.31% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $6,500 | $3,444+88.8% | $5,501+18.2% | $2,281+185.0% |
| Participant deferral / active EE | $4,973 | $3,045+63.3% | $4,871+2.1% | $3,203+55.3% |
| Admin fee / account holder | $6,754 | $5,561+21.5% | $13,027-48.2% | $4,296+57.2% |