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 | $230,831 | $153,772+50.1% | $133,980+72.3% | $273,961-15.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.66% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $10,003 | $6,029+65.9% | $5,211+91.9% | $4,869+105.4% |
| Participant deferral / active EE | $12,483 | $6,958+79.4% | $6,282+98.7% | $5,287+136.1% |
| Admin fee / account holder | $4,266 | $11,765-63.7% | $9,324-54.3% | $10,132-57.9% |