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 | $149,857 | $101,724+47.3% | $164,813-9.1% | $80,856+85.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.25% | 16.72%+1.5pp | 69.93%-51.7pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,788 | $2,953+96.0% | $4,341+33.3% | $2,755+110.1% |
| Participant deferral / active EE | $8,497 | $4,477+89.8% | $6,031+40.9% | $4,296+97.8% |
| Admin fee / account holder | $5,625 | $8,227-31.6% | $12,690-55.7% | $6,918-18.7% |