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 | $165,825 | $52,903+213.4% | $73,307+126.2% | $59,632+178.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.62% | 12.20%-11.6pp | 5.67%-5.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $8,372 | $1,909+338.6% | $3,237+158.6% | $2,203+280.1% |
| Participant deferral / active EE | $7,260 | $4,069+78.4% | $4,991+45.4% | $3,192+127.5% |
| Admin fee / account holder | $5,788 | $3,834+51.0% | $5,637+2.7% | $4,297+34.7% |