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 | $150,001 | $95,416+57.2% | $185,823-19.3% | $85,850+74.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.06% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,777 | $3,314-46.4% | $5,167-65.6% | $2,565-30.7% |
| Participant deferral / active EE | $3,381 | $3,423-1.2% | $5,568-39.3% | $3,952-14.4% |
| Admin fee / account holder | $26,523 | $7,213+267.7% | $16,237+63.3% | $6,260+323.7% |