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 | $218,792 | $152,587+43.4% | $125,175+74.8% | $152,861+43.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.45% | 54.84%-31.4pp | 43.79%-20.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $7,473 | $4,946+51.1% | $3,865+93.3% | $4,762+56.9% |
| Participant deferral / active EE | $6,308 | $5,868+7.5% | $4,937+27.8% | $5,850+7.8% |
| Admin fee / account holder | $583 | $13,434-95.7% | $9,702-94.0% | $11,596-95.0% |