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 | $103,136 | $54,762+88.3% | $90,281+14.2% | $72,985+41.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 28.85% | 30.63%-1.8pp | 78.10%-49.2pp | 81.00%-52.2pp |
| Employer contribution / active EE | $13,102 | $2,092+526.2% | $2,854+359.0% | $2,440+437.0% |
| Participant deferral / active EE | $14,771 | $2,887+411.7% | $3,885+280.2% | $3,607+309.5% |
| Admin fee / account holder | $6,288 | $3,972+58.3% | $5,351+17.5% | $5,124+22.7% |