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 | $161,813 | $109,881+47.3% | $150,045+7.8% | $84,808+90.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.12% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,144 | $3,561+72.5% | $4,693+30.9% | $2,631+133.5% |
| Participant deferral / active EE | $3,556 | $6,636-46.4% | $7,997-55.5% | $4,212-15.6% |
| Admin fee / account holder | $13,769 | $8,568+60.7% | $13,435+2.5% | $7,344+87.5% |