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 | $116,580 | $109,327+6.6% | $89,391+30.4% | $158,922-26.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.83% | 345.68%-336.8pp | 245.62%-236.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $10,063 | $3,170+217.5% | $2,586+289.2% | $4,761+111.4% |
| Participant deferral / active EE | $3,099 | $4,598-32.6% | $3,890-20.3% | $5,982-48.2% |
| Admin fee / account holder | $79,110 | $6,153+1185.7% | $4,881+1520.6% | $11,246+603.5% |