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 | $182,678 | $142,405+28.3% | $115,157+58.6% | $152,861+19.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.07% | 41.48%-20.4pp | 35.60%-14.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $7,218 | $4,010+80.0% | $3,179+127.1% | $4,762+51.6% |
| Participant deferral / active EE | $12,500 | $5,164+142.1% | $4,168+199.9% | $5,850+113.7% |
| Admin fee / account holder | $363 | $8,462-95.7% | $7,088-94.9% | $11,596-96.9% |