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 | $239,855 | $77,899+207.9% | $149,673+60.3% | $75,163+219.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.30% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $8,829 | $3,137+181.4% | $4,818+83.3% | $2,670+230.7% |
| Participant deferral / active EE | $5,153 | $3,411+51.1% | $5,680-9.3% | $4,125+24.9% |
| Admin fee / account holder | $4,837 | $5,956-18.8% | $13,210-63.4% | $5,651-14.4% |