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 | $187,109 | $58,927+217.5% | $76,817+143.6% | $72,985+156.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 17.12% | 2305.64%-2288.5pp | 1166.11%-1149.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,307 | $1,787+85.1% | $2,302+43.7% | $2,440+35.5% |
| Participant deferral / active EE | $6,788 | $2,690+152.3% | $3,336+103.5% | $3,607+88.2% |
| Admin fee / account holder | $15,048 | $4,013+275.0% | $6,420+134.4% | $5,124+193.7% |