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 | $210,760 | $64,839+225.0% | $95,585+120.5% | $84,808+148.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 21.67% | -670.96%+692.6pp | 38.56%-16.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $4,999 | $1,759+184.2% | $2,527+97.8% | $2,631+90.0% |
| Participant deferral / active EE | $2,729 | $2,965-8.0% | $4,023-32.2% | $4,212-35.2% |
| Admin fee / account holder | $2,675 | $5,964-55.2% | $6,127-56.3% | $7,344-63.6% |