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 | $200,676 | $114,381+75.4% | $107,525+86.6% | $142,382+40.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,547 | $4,015-36.5% | $3,754-32.1% | $4,299-40.7% |
| Participant deferral / active EE | $12,334 | $5,564+121.7% | $5,116+141.1% | $6,507+89.6% |
| Admin fee / account holder | $6,399 | $9,860-35.1% | $8,919-28.2% | $12,624-49.3% |