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 | $192,557 | $87,013+121.3% | $106,213+81.3% | $80,856+138.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.92% | 17.05%-3.1pp | 116.14%-102.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $7,150 | $2,395+198.5% | $3,171+125.4% | $2,755+159.5% |
| Participant deferral / active EE | $4,635 | $3,986+16.3% | $5,016-7.6% | $4,296+7.9% |
| Admin fee / account holder | $6,637 | $8,431-21.3% | $11,033-39.8% | $6,918-4.1% |