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 | $114,218 | $87,013+31.3% | $106,213+7.5% | $80,856+41.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.87% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,609 | $2,395+8.9% | $3,171-17.7% | $2,755-5.3% |
| Participant deferral / active EE | $3,647 | $3,986-8.5% | $5,016-27.3% | $4,296-15.1% |
| Admin fee / account holder | $3,617 | $8,431-57.1% | $11,033-67.2% | $6,918-47.7% |