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 | $177,937 | $80,717+120.4% | $154,803+14.9% | $84,808+109.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 21.81% | 37.96%-16.1pp | 58.88%-37.1pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,757 | $2,761+108.5% | $4,305+33.7% | $2,631+118.8% |
| Participant deferral / active EE | $4,801 | $3,303+45.3% | $5,540-13.4% | $4,212+14.0% |
| Admin fee / account holder | $5,566 | $6,746-17.5% | $14,329-61.2% | $7,344-24.2% |