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 | $244,104 | $165,335+47.6% | $149,696+63.1% | $158,922+53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.94% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,542 | $5,103-30.6% | $4,644-23.7% | $4,761-25.6% |
| Participant deferral / active EE | $6,618 | $7,181-7.8% | $6,842-3.3% | $5,982+10.6% |
| Admin fee / account holder | $1,237 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |