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 | $115,410 | $126,574-8.8% | $106,213+8.7% | $145,922-20.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.36% | 224.79%-213.4pp | 116.14%-104.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $15,417 | $3,730+313.3% | $3,171+386.1% | $4,660+230.9% |
| Participant deferral / active EE | $7,535 | $5,724+31.6% | $5,016+50.2% | $6,688+12.7% |
| Admin fee / account holder | $59,751 | $17,304+245.3% | $11,033+441.6% | $13,397+346.0% |