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 | $127,638 | $54,705+133.3% | $71,209+79.2% | $84,808+50.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.88% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,651 | $2,158-23.5% | $2,721-39.3% | $2,631-37.2% |
| Participant deferral / active EE | $3,333 | $3,030+10.0% | $4,175-20.2% | $4,212-20.9% |
| Admin fee / account holder | $4,581 | $4,863-5.8% | $5,349-14.4% | $7,344-37.6% |