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 6-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 | $175,219 | $109,881+59.5% | $150,045+16.8% | $84,808+106.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.16% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,026 | $3,561-15.0% | $4,693-35.5% | $2,631+15.0% |
| Participant deferral / active EE | $12,496 | $6,636+88.3% | $7,997+56.3% | $4,212+196.7% |
| Admin fee / account holder | $10,041 | $8,568+17.2% | $13,435-25.3% | $7,344+36.7% |