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 | $205,794 | $99,020+107.8% | $86,590+137.7% | $147,584+39.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.82% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,912 | $3,132+24.9% | $2,839+37.8% | $4,876-19.8% |
| Participant deferral / active EE | $8,491 | $3,972+113.8% | $3,609+135.3% | $5,439+56.1% |
| Admin fee / account holder | $73,984 | $5,710+1195.6% | $4,906+1408.1% | $10,885+579.7% |