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 | $186,956 | $77,899+140.0% | $149,673+24.9% | $75,163+148.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.50% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $9,548 | $3,137+204.3% | $4,818+98.2% | $2,670+257.6% |
| Participant deferral / active EE | $5,641 | $3,411+65.4% | $5,680-0.7% | $4,125+36.8% |
| Admin fee / account holder | $1,815 | $5,956-69.5% | $13,210-86.3% | $5,651-67.9% |