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 | $243,435 | $81,460+198.8% | $103,333+135.6% | $80,856+201.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.39% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,026 | $3,105+29.6% | $3,868+4.1% | $2,755+46.1% |
| Participant deferral / active EE | $14,660 | $3,869+279.0% | $5,057+189.9% | $4,296+241.3% |
| Admin fee / account holder | $31,842 | $6,566+384.9% | $8,355+281.1% | $6,918+360.3% |