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 | $135,389 | $65,561+106.5% | $86,188+57.1% | $75,163+80.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.70% | 46.05%-31.4pp | 1168.45%-1153.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,563 | $1,553+129.5% | $2,380+49.7% | $2,670+33.5% |
| Participant deferral / active EE | $4,418 | $3,024+46.1% | $3,985+10.9% | $4,125+7.1% |
| Admin fee / account holder | $4,308 | $5,474-21.3% | $6,852-37.1% | $5,651-23.8% |