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 | $168,795 | $89,355+88.9% | $141,162+19.6% | $72,985+131.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.17% | 111.85%-83.7pp | 71.39%-43.2pp | 81.00%-52.8pp |
| Employer contribution / active EE | $17,815 | $3,114+472.0% | $4,735+276.2% | $2,440+630.2% |
| Participant deferral / active EE | $12,636 | $5,418+133.2% | $6,709+88.3% | $3,607+250.3% |
| Admin fee / account holder | $8,529 | $5,958+43.2% | $10,261-16.9% | $5,124+66.4% |