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 | $208,942 | $81,632+156.0% | $70,449+196.6% | $158,922+31.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.22% | 208.40%-197.2pp | 109.03%-97.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $7,308 | $3,217+127.2% | $2,737+167.1% | $4,761+53.5% |
| Participant deferral / active EE | $12,548 | $4,554+175.6% | $3,709+238.4% | $5,982+109.8% |
| Admin fee / account holder | $23,768 | $6,193+283.8% | $3,845+518.1% | $11,246+111.4% |