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 | $180,260 | $107,934+67.0% | $91,989+96.0% | $152,861+17.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.48% | 89.24%-64.8pp | 69.02%-44.5pp | 345.32%-320.8pp |
| Employer contribution / active EE | $7,648 | $4,210+81.7% | $3,452+121.6% | $4,762+60.6% |
| Participant deferral / active EE | $12,722 | $6,364+99.9% | $5,923+114.8% | $5,850+117.5% |
| Admin fee / account holder | $2,620 | $10,520-75.1% | $7,743-66.2% | $11,596-77.4% |