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 | $204,935 | $98,750+107.5% | $149,696+36.9% | $79,858+156.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.71% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,852 | $3,216+19.8% | $4,644-17.1% | $2,471+55.9% |
| Participant deferral / active EE | $8,706 | $5,680+53.3% | $6,842+27.2% | $3,740+132.8% |
| Admin fee / account holder | $30,738 | $6,053+407.8% | $9,309+230.2% | $5,306+479.3% |