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 | $155,313 | $59,839+159.6% | $81,983+89.4% | $79,858+94.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 15.32% | 17.56%-2.2pp | 41.31%-26.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,025 | $1,713+18.2% | $2,498-18.9% | $2,471-18.0% |
| Participant deferral / active EE | $8,090 | $2,695+200.2% | $3,722+117.4% | $3,740+116.3% |
| Admin fee / account holder | $2,863 | $4,287-33.2% | $5,664-49.5% | $5,306-46.0% |