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 | $165,257 | $81,248+103.4% | $155,509+6.3% | $80,856+104.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.15% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $5,373 | $3,100+73.3% | $4,672+15.0% | $2,755+95.0% |
| Participant deferral / active EE | $5,127 | $3,452+48.5% | $5,626-8.9% | $4,296+19.3% |
| Admin fee / account holder | $17,065 | $7,997+113.4% | $15,912+7.2% | $6,918+146.7% |