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 | $142,974 | $80,968+76.6% | $96,544+48.1% | $75,163+90.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.34% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $5,886 | $2,282+157.9% | $2,965+98.5% | $2,670+120.5% |
| Participant deferral / active EE | $4,155 | $3,928+5.8% | $4,851-14.3% | $4,125+0.7% |
| Admin fee / account holder | $2,282 | $6,724-66.1% | $8,252-72.3% | $5,651-59.6% |