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 | $70,810 | $109,881-35.6% | $150,045-52.8% | $84,808-16.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,641 | $3,561+30.3% | $4,693-1.1% | $2,631+76.4% |
| Participant deferral / active EE | $10,987 | $6,636+65.6% | $7,997+37.4% | $4,212+160.9% |
| Admin fee / account holder | $18,327 | $8,568+113.9% | $13,435+36.4% | $7,344+149.6% |