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 | $237,482 | $109,881+116.1% | $150,045+58.3% | $84,808+180.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.66% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $10,720 | $3,561+201.0% | $4,693+128.4% | $2,631+307.4% |
| Participant deferral / active EE | $8,952 | $6,636+34.9% | $7,997+11.9% | $4,212+112.6% |
| Admin fee / account holder | $4,773 | $8,568-44.3% | $13,435-64.5% | $7,344-35.0% |