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 | $176,755 | $70,606+150.3% | $53,898+227.9% | $142,382+24.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.25% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,532 | $1,202+110.7% | $932+171.7% | $4,299-41.1% |
| Participant deferral / active EE | $16,190 | $2,364+584.8% | $1,826+786.5% | $6,507+148.8% |
| Admin fee / account holder | $1,702 | $2,852-40.3% | $2,491-31.7% | $12,624-86.5% |