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 | $243,473 | $135,952+79.1% | $123,892+96.5% | $273,961-11.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.98% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $4,294 | $5,170-16.9% | $4,617-7.0% | $4,869-11.8% |
| Participant deferral / active EE | $12,102 | $6,343+90.8% | $5,984+102.2% | $5,287+128.9% |
| Admin fee / account holder | $2,647 | $9,817-73.0% | $8,357-68.3% | $10,132-73.9% |