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 | $83,562 | $165,335-49.5% | $149,696-44.2% | $158,922-47.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.89% | 348.15%-338.3pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $8,905 | $5,103+74.5% | $4,644+91.7% | $4,761+87.0% |
| Participant deferral / active EE | $10,975 | $7,181+52.8% | $6,842+60.4% | $5,982+83.5% |
| Admin fee / account holder | $31,039 | $10,807+187.2% | $9,309+233.4% | $11,246+176.0% |