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 | $228,577 | $111,724+104.6% | $93,606+144.2% | $145,922+56.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.82% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,044 | $3,090-33.8% | $2,420-15.5% | $4,660-56.1% |
| Participant deferral / active EE | $5,585 | $4,912+13.7% | $4,411+26.6% | $6,688-16.5% |
| Admin fee / account holder | $2,122 | $10,250-79.3% | $8,285-74.4% | $13,397-84.2% |