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 | $150,742 | $99,032+52.2% | $80,019+88.4% | $135,375+11.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.14% | 15.39%-7.2pp | 11.22%-3.1pp | 519.73%-511.6pp |
| Employer contribution / active EE | $6,618 | $3,043+117.4% | $2,468+168.1% | $4,779+38.5% |
| Participant deferral / active EE | $6,558 | $4,282+53.2% | $3,686+77.9% | $5,609+16.9% |
| Admin fee / account holder | $30,612 | $10,436+193.3% | $6,521+369.4% | $10,827+182.7% |