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 | $157,593 | $64,348+144.9% | $90,160+74.8% | $70,131+124.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.02% | 28.13%-9.1pp | 34.88%-15.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,842 | $2,046+39.0% | $3,318-14.3% | $2,342+21.3% |
| Participant deferral / active EE | $6,028 | $4,389+37.4% | $5,288+14.0% | $3,332+80.9% |
| Admin fee / account holder | $3,658 | $3,944-7.3% | $5,943-38.5% | $4,645-21.3% |