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 | $240,444 | $211,958+13.4% | $169,463+41.9% | $135,375+77.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 6.05% | 3.26%+2.8pp | 1.83%+4.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $3,826 | $5,120-25.3% | $4,159-8.0% | $4,779-19.9% |
| Participant deferral / active EE | $14,669 | $6,075+141.5% | $5,277+178.0% | $5,609+161.5% |
| Admin fee / account holder | $1,597 | $11,471-86.1% | $9,109-82.5% | $10,827-85.2% |