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 | $165,490 | $109,359+51.3% | $162,163+2.1% | $72,985+126.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.25% | 25.46%-3.2pp | 115.59%-93.3pp | 81.00%-58.8pp |
| Employer contribution / active EE | $6,704 | $3,907+71.6% | $5,614+19.4% | $2,440+174.8% |
| Participant deferral / active EE | $26,459 | $5,481+382.7% | $7,298+262.6% | $3,607+633.5% |
| Admin fee / account holder | $2,344 | $7,972-70.6% | $10,843-78.4% | $5,124-54.3% |