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 | $95,494 | $99,020-3.6% | $86,590+10.3% | $147,584-35.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 125.03% | 1312.34%-1187.3pp | 964.84%-839.8pp | 578.55%-453.5pp |
| Employer contribution / active EE | $6,584 | $3,132+110.2% | $2,839+131.9% | $4,876+35.0% |
| Participant deferral / active EE | $10,242 | $3,972+157.8% | $3,609+183.8% | $5,439+88.3% |
| Admin fee / account holder | $429 | $5,710-92.5% | $4,906-91.2% | $10,885-96.1% |