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 | $180,905 | $163,101+10.9% | $136,749+32.3% | $142,382+27.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.19% | 27.54%-12.4pp | 24.33%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,061 | $4,117+47.2% | $3,400+78.3% | $4,299+41.0% |
| Participant deferral / active EE | $13,013 | $5,585+133.0% | $4,692+177.3% | $6,507+100.0% |
| Admin fee / account holder | $70,865 | $14,318+394.9% | $11,386+522.4% | $12,624+461.4% |