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 | $189,620 | $81,460+132.8% | $103,333+83.5% | $80,856+134.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 21.23% | 25.55%-4.3pp | 24.88%-3.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $8,982 | $3,105+189.2% | $3,868+132.2% | $2,755+226.0% |
| Participant deferral / active EE | $8,433 | $3,869+118.0% | $5,057+66.7% | $4,296+96.3% |
| Admin fee / account holder | $5,645 | $6,566-14.0% | $8,355-32.4% | $6,918-18.4% |