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 | $233,282 | $157,256+48.3% | $141,162+65.3% | $152,861+52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.03% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $6,846 | $5,261+30.1% | $4,735+44.6% | $4,762+43.8% |
| Participant deferral / active EE | $3,300 | $7,109-53.6% | $6,709-50.8% | $5,850-43.6% |
| Admin fee / account holder | $2,976 | $12,120-75.4% | $10,261-71.0% | $11,596-74.3% |