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 | $196,559 | $102,317+92.1% | $146,958+33.8% | $80,856+143.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.98% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,720 | $3,713-26.8% | $4,933-44.9% | $2,755-1.3% |
| Participant deferral / active EE | $10,124 | $6,644+52.4% | $8,070+25.4% | $4,296+135.7% |
| Admin fee / account holder | $4,301 | $7,941-45.8% | $12,998-66.9% | $6,918-37.8% |