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 | $86,250 | $57,281+50.6% | $86,612-0.4% | $75,163+14.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.51% | 2670.75%-2655.2pp | 591.07%-575.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,183 | $2,314+37.5% | $3,022+5.3% | $2,670+19.2% |
| Participant deferral / active EE | $5,506 | $3,318+66.0% | $4,438+24.1% | $4,125+33.5% |
| Admin fee / account holder | $2,838 | $4,112-31.0% | $5,614-49.4% | $5,651-49.8% |