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 | $202,092 | $109,881+83.9% | $150,045+34.7% | $84,808+138.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.46% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,550 | $3,561+27.8% | $4,693-3.1% | $2,631+72.9% |
| Participant deferral / active EE | $11,176 | $6,636+68.4% | $7,997+39.7% | $4,212+165.4% |
| Admin fee / account holder | $14,419 | $8,568+68.3% | $13,435+7.3% | $7,344+96.3% |