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 | $188,560 | $71,050+165.4% | $93,606+101.4% | $80,856+133.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.86% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,358 | $1,564+50.8% | $2,420-2.5% | $2,755-14.4% |
| Participant deferral / active EE | $5,530 | $4,034+37.1% | $4,411+25.4% | $4,296+28.7% |
| Admin fee / account holder | $8,595 | $6,945+23.8% | $8,285+3.7% | $6,918+24.2% |