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 | $201,768 | $70,756+185.2% | $65,493+208.1% | $142,382+41.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 13.85% | 1754.89%-1741.0pp | 982.45%-968.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,343 | $2,881-18.7% | $2,574-9.0% | $4,299-45.5% |
| Participant deferral / active EE | $7,728 | $4,637+66.7% | $3,961+95.1% | $6,507+18.8% |
| Admin fee / account holder | $37,225 | $6,559+467.5% | $5,028+640.3% | $12,624+194.9% |