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 | $132,905 | $81,460+63.2% | $103,333+28.6% | $80,856+64.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.62% | 25.55%-9.9pp | 24.88%-9.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $6,660 | $3,105+114.5% | $3,868+72.2% | $2,755+141.7% |
| Participant deferral / active EE | $12,361 | $3,869+219.5% | $5,057+144.4% | $4,296+187.7% |
| Admin fee / account holder | $4,752 | $6,566-27.6% | $8,355-43.1% | $6,918-31.3% |