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 | $153,266 | $55,706+175.1% | $75,886+102.0% | $72,985+110.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 23.25% | 27.59%-4.3pp | 30.76%-7.5pp | 81.00%-57.8pp |
| Employer contribution / active EE | $5,875 | $1,687+248.4% | $2,500+135.0% | $2,440+140.8% |
| Participant deferral / active EE | $8,624 | $2,634+227.4% | $3,603+139.4% | $3,607+139.1% |
| Admin fee / account holder | $13,763 | $3,978+245.9% | $5,418+154.0% | $5,124+168.6% |