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 | $96,570 | $96,635-0.1% | $86,612+11.5% | $139,434-30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.38% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $5,461 | $3,263+67.4% | $3,022+80.7% | $4,751+14.9% |
| Participant deferral / active EE | $10,324 | $4,836+113.5% | $4,438+132.6% | $6,710+53.9% |
| Admin fee / account holder | $10,687 | $6,408+66.8% | $5,614+90.4% | $11,403-6.3% |