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 | $111,264 | $96,635+15.1% | $86,612+28.5% | $139,434-20.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.15% | 106.41%-92.3pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,191 | $3,263+28.4% | $3,022+38.7% | $4,751-11.8% |
| Participant deferral / active EE | $8,381 | $4,836+73.3% | $4,438+88.9% | $6,710+24.9% |
| Admin fee / account holder | $8,769 | $6,408+36.9% | $5,614+56.2% | $11,403-23.1% |