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 | $135,846 | $79,944+69.9% | $98,439+38.0% | $75,163+80.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.05% | 19.75%-1.7pp | 21.16%-3.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $9,784 | $2,264+332.2% | $3,048+221.0% | $2,670+266.5% |
| Participant deferral / active EE | $6,340 | $3,752+69.0% | $4,738+33.8% | $4,125+53.7% |
| Admin fee / account holder | $3,195 | $6,840-53.3% | $8,948-64.3% | $5,651-43.5% |