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 | $177,396 | $91,552+93.8% | $133,956+32.4% | $79,858+122.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.20% | 61.85%-43.6pp | 45.09%-26.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $4,950 | $2,384+107.7% | $3,919+26.3% | $2,471+100.3% |
| Participant deferral / active EE | $9,715 | $3,733+160.2% | $5,048+92.5% | $3,740+159.8% |
| Admin fee / account holder | $34,162 | $6,321+440.5% | $8,927+282.7% | $5,306+543.8% |