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 | $239,178 | $109,359+118.7% | $162,163+47.5% | $72,985+227.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.72% | 25.46%-1.7pp | 115.59%-91.9pp | 81.00%-57.3pp |
| Employer contribution / active EE | $5,788 | $3,907+48.1% | $5,614+3.1% | $2,440+137.2% |
| Participant deferral / active EE | $8,550 | $5,481+56.0% | $7,298+17.2% | $3,607+137.0% |
| Admin fee / account holder | $4,151 | $7,972-47.9% | $10,843-61.7% | $5,124-19.0% |