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 | $189,172 | $90,503+109.0% | $78,689+140.4% | $273,961-30.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.56% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $15,112 | $3,176+375.8% | $2,851+430.1% | $4,869+210.4% |
| Participant deferral / active EE | $8,376 | $3,901+114.7% | $3,517+138.2% | $5,287+58.4% |
| Admin fee / account holder | $42,277 | $5,263+703.3% | $4,510+837.3% | $10,132+317.3% |