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 | $146,296 | $98,750+48.1% | $149,696-2.3% | $79,858+83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.65% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,030 | $3,216-5.8% | $4,644-34.7% | $2,471+22.7% |
| Participant deferral / active EE | $11,130 | $5,680+95.9% | $6,842+62.7% | $3,740+197.6% |
| Admin fee / account holder | $5,139 | $6,053-15.1% | $9,309-44.8% | $5,306-3.2% |