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 | $100,469 | $58,512+71.7% | $84,015+19.6% | $72,985+37.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.58% | 28.93%-6.4pp | 71.31%-48.7pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,555 | $1,163+291.7% | $1,983+129.7% | $2,440+86.7% |
| Participant deferral / active EE | $9,382 | $2,394+291.9% | $3,239+189.7% | $3,607+160.1% |
| Admin fee / account holder | $1,983 | $4,569-56.6% | $6,101-67.5% | $5,124-61.3% |