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 | $169,639 | $135,635+25.1% | $110,238+53.9% | $135,375+25.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.69% | 513.19%-501.5pp | 314.74%-303.0pp | 519.73%-508.0pp |
| Employer contribution / active EE | $12,782 | $4,906+160.5% | $3,826+234.0% | $4,779+167.5% |
| Participant deferral / active EE | $15,915 | $5,506+189.0% | $4,672+240.6% | $5,609+183.7% |
| Admin fee / account holder | $1,404 | $11,457-87.7% | $8,547-83.6% | $10,827-87.0% |