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 | $103,471 | $105,181-1.6% | $159,436-35.1% | $85,850+20.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.17% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $7,254 | $3,318+118.6% | $4,829+50.2% | $2,565+182.8% |
| Participant deferral / active EE | $8,754 | $5,945+47.3% | $7,352+19.1% | $3,952+121.5% |
| Admin fee / account holder | $12,219 | $6,933+76.2% | $10,799+13.2% | $6,260+95.2% |