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 | $229,312 | $76,552+199.6% | $123,892+85.1% | $62,891+264.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.67% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,230 | $2,883-22.6% | $4,617-51.7% | $2,281-2.2% |
| Participant deferral / active EE | $5,065 | $4,840+4.7% | $5,984-15.4% | $3,203+58.2% |
| Admin fee / account holder | $47,004 | $4,826+874.0% | $8,357+462.5% | $4,296+994.2% |