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 | $186,528 | $80,717+131.1% | $154,803+20.5% | $84,808+119.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.41% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,233 | $2,761+161.9% | $4,305+68.0% | $2,631+174.9% |
| Participant deferral / active EE | $4,363 | $3,303+32.1% | $5,540-21.3% | $4,212+3.6% |
| Admin fee / account holder | $38,084 | $6,746+464.6% | $14,329+165.8% | $7,344+418.6% |