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 | $170,361 | $60,022+183.8% | $88,946+91.5% | $84,808+100.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.85% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,115 | $1,703+141.7% | $2,555+61.1% | $2,631+56.4% |
| Participant deferral / active EE | $12,952 | $3,114+315.9% | $4,581+182.7% | $4,212+207.5% |
| Admin fee / account holder | $4,365 | $4,811-9.3% | $8,261-47.2% | $7,344-40.6% |