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 | $158,699 | $109,881+44.4% | $150,045+5.8% | $84,808+87.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.74% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,908 | $3,561+122.1% | $4,693+68.5% | $2,631+200.6% |
| Participant deferral / active EE | $3,559 | $6,636-46.4% | $7,997-55.5% | $4,212-15.5% |
| Admin fee / account holder | $14,641 | $8,568+70.9% | $13,435+9.0% | $7,344+99.4% |