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 | $204,231 | $71,050+187.4% | $93,606+118.2% | $80,856+152.6% |
| Participation rate | 89.5% | 60.4%+29.1pp | 68.7%+20.8pp | 67.6%+21.8pp |
| Annual return | 11.56% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,245 | $1,564+43.6% | $2,420-7.2% | $2,755-18.5% |
| Participant deferral / active EE | $7,052 | $4,034+74.8% | $4,411+59.9% | $4,296+64.2% |
| Admin fee / account holder | $3,383 | $6,945-51.3% | $8,285-59.2% | $6,918-51.1% |