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 | $185,173 | $105,181+76.1% | $159,436+16.1% | $85,850+115.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.99% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $4,879 | $3,318+47.0% | $4,829+1.0% | $2,565+90.2% |
| Participant deferral / active EE | $6,620 | $5,945+11.4% | $7,352-10.0% | $3,952+67.5% |
| Admin fee / account holder | $7,782 | $6,933+12.2% | $10,799-27.9% | $6,260+24.3% |