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 | $152,623 | $80,673+89.2% | $101,326+50.6% | $84,808+80.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.03% | 38.95%-19.9pp | 36.82%-17.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $8,944 | $2,698+231.5% | $3,665+144.0% | $2,631+240.0% |
| Participant deferral / active EE | $5,573 | $6,840-18.5% | $7,994-30.3% | $4,212+32.3% |
| Admin fee / account holder | $4,872 | $12,784-61.9% | $11,185-56.4% | $7,344-33.7% |