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 | $161,882 | $96,484+67.8% | $75,886+113.3% | $152,861+5.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.80% | 33.98%-16.2pp | 30.76%-13.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $4,615 | $3,309+39.5% | $2,500+84.6% | $4,762-3.1% |
| Participant deferral / active EE | $4,426 | $4,553-2.8% | $3,603+22.8% | $5,850-24.3% |
| Admin fee / account holder | $949 | $8,078-88.2% | $5,418-82.5% | $11,596-91.8% |