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 | $211,875 | $60,124+252.4% | $90,404+134.4% | $79,858+165.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.80% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $5,140 | $2,068+148.6% | $3,262+57.6% | $2,471+108.0% |
| Participant deferral / active EE | $12,881 | $2,938+338.4% | $3,963+225.0% | $3,740+244.4% |
| Admin fee / account holder | $18,325 | $3,976+360.8% | $5,611+226.6% | $5,306+245.3% |