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 | $232,784 | $70,428+230.5% | $96,562+141.1% | $85,850+171.2% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 17.81% | 18.59%-0.8pp | 37.78%-20.0pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,894 | $1,413+175.6% | $2,356+65.2% | $2,565+51.8% |
| Participant deferral / active EE | $7,721 | $2,894+166.8% | $3,849+100.6% | $3,952+95.4% |
| Admin fee / account holder | $22,807 | $4,997+356.4% | $6,181+269.0% | $6,260+264.3% |