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 | $240,235 | $87,540+174.4% | $75,781+217.0% | $125,391+91.6% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | 0.50% | 13.48%-13.0pp | 9.68%-9.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $7,221 | $3,930+83.7% | $3,323+117.3% | $4,866+48.4% |
| Participant deferral / active EE | $10,889 | $4,229+157.5% | $3,651+198.2% | $5,352+103.5% |
| Admin fee / account holder | $4,718 | $6,502-27.4% | $5,299-11.0% | $9,540-50.5% |