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 | $193,364 | $102,317+89.0% | $146,958+31.6% | $80,856+139.1% |
| Participation rate | 97.1% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 24.14% | 134.76%-110.6pp | 418.34%-394.2pp | 35.59%-11.4pp |
| Employer contribution / active EE | $6,525 | $3,713+75.7% | $4,933+32.3% | $2,755+136.9% |
| Participant deferral / active EE | $10,336 | $6,644+55.6% | $8,070+28.1% | $4,296+140.6% |
| Admin fee / account holder | $49,666 | $7,941+525.4% | $12,998+282.1% | $6,918+617.9% |