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 | $243,258 | $94,752+156.7% | $112,887+115.5% | $139,434+74.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.38% | 40.88%-26.5pp | 34.10%-19.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $16,356 | $4,625+253.6% | $4,563+258.4% | $4,751+244.3% |
| Participant deferral / active EE | $9,535 | $6,512+46.4% | $6,513+46.4% | $6,710+42.1% |
| Admin fee / account holder | $9,771 | $8,527+14.6% | $7,047+38.6% | $11,403-14.3% |