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 | $110,264 | $46,553+136.9% | $64,056+72.1% | $75,163+46.7% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.53% | 26.03%-5.5pp | 33.69%-13.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,102 | $1,974+6.5% | $2,747-23.5% | $2,670-21.3% |
| Participant deferral / active EE | $3,672 | $2,837+29.5% | $3,880-5.4% | $4,125-11.0% |
| Admin fee / account holder | $1,609 | $2,952-45.5% | $3,068-47.6% | $5,651-71.5% |