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 | $177,701 | $95,803+85.5% | $113,168+57.0% | $84,808+109.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.40% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,341 | $2,360+126.3% | $2,975+79.5% | $2,631+103.0% |
| Participant deferral / active EE | $4,442 | $4,242+4.7% | $5,107-13.0% | $4,212+5.5% |
| Admin fee / account holder | $5,597 | $8,989-37.7% | $12,068-53.6% | $7,344-23.8% |