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 | $139,279 | $93,571+48.8% | $135,903+2.5% | $75,163+85.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.40% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $8,119 | $3,537+129.6% | $4,856+67.2% | $2,670+204.1% |
| Participant deferral / active EE | $8,540 | $6,404+33.4% | $7,758+10.1% | $4,125+107.0% |
| Admin fee / account holder | $1,252 | $6,975-82.0% | $10,762-88.4% | $5,651-77.8% |