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 | $210,331 | $115,770+81.7% | $101,248+107.7% | $158,922+32.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.37% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,562 | $4,175-38.6% | $3,660-30.0% | $4,761-46.2% |
| Participant deferral / active EE | $7,241 | $4,957+46.1% | $4,370+65.7% | $5,982+21.0% |
| Admin fee / account holder | $5,530 | $7,245-23.7% | $5,945-7.0% | $11,246-50.8% |