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 | $197,586 | $87,733+125.2% | $106,548+85.4% | $85,850+130.2% |
| Participation rate | 93.9% | 71.9%+21.9pp | 76.1%+17.7pp | 69.3%+24.6pp |
| Annual return | 18.57% | 21.86%-3.3pp | 26.80%-8.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $6,484 | $2,073+212.8% | $2,819+130.0% | $2,565+152.8% |
| Participant deferral / active EE | $10,206 | $3,469+194.2% | $4,398+132.1% | $3,952+158.3% |
| Admin fee / account holder | $10,573 | $6,767+56.2% | $7,407+42.7% | $6,260+68.9% |