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 | $168,500 | $105,181+60.2% | $159,436+5.7% | $85,850+96.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.36% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $10,219 | $3,318+208.0% | $4,829+111.6% | $2,565+298.4% |
| Participant deferral / active EE | $9,445 | $5,945+58.9% | $7,352+28.5% | $3,952+139.0% |
| Admin fee / account holder | $10,175 | $6,933+46.7% | $10,799-5.8% | $6,260+62.5% |