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 | $111,208 | $98,982+12.4% | $162,163-31.4% | $65,185+70.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.53% | 24.84%-5.3pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $9,339 | $3,467+169.4% | $5,614+66.4% | $2,177+329.1% |
| Participant deferral / active EE | $8,284 | $5,384+53.9% | $7,298+13.5% | $3,514+135.8% |
| Admin fee / account holder | $5,851 | $596+881.1% | $10,843-46.0% | $847+590.7% |