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 | $94,845 | $60,022+58.0% | $88,946+6.6% | $84,808+11.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.69% | 22.43%-2.7pp | 57.82%-38.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $8,813 | $1,703+417.6% | $2,555+244.9% | $2,631+235.0% |
| Participant deferral / active EE | $12,015 | $3,114+285.9% | $4,581+162.2% | $4,212+185.3% |
| Admin fee / account holder | $824 | $4,811-82.9% | $8,261-90.0% | $7,344-88.8% |