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 | $147,019 | $76,000+93.4% | $154,107-4.6% | $64,186+129.1% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.3pp |
| Annual return | 0.54% | 30.32%-29.8pp | 735.12%-734.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $6,917 | $3,351+106.4% | $5,298+30.6% | $2,381+190.5% |
| Participant deferral / active EE | $5,594 | $3,175+76.2% | $5,081+10.1% | $3,470+61.2% |
| Admin fee / account holder | $21,519 | $5,596+284.5% | $13,411+60.5% | $4,888+340.2% |