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 | $149,653 | $60,892+145.8% | $82,389+81.6% | $84,808+76.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 33.67% | 37.29%-3.6pp | 28.67%+5.0pp | 40.90%-7.2pp |
| Employer contribution / active EE | $3,145 | $1,779+76.7% | $2,517+24.9% | $2,631+19.5% |
| Participant deferral / active EE | $9,024 | $3,179+183.9% | $4,155+117.2% | $4,212+114.3% |
| Admin fee / account holder | $5,102 | $5,467-6.7% | $7,231-29.4% | $7,344-30.5% |