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 | $209,884 | $105,998+98.0% | $92,233+127.6% | $147,584+42.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.42% | 50.05%-31.6pp | 176.28%-157.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $6,865 | $4,333+58.4% | $3,679+86.6% | $4,876+40.8% |
| Participant deferral / active EE | $9,124 | $4,478+103.8% | $3,897+134.1% | $5,439+67.8% |
| Admin fee / account holder | $5,538 | $6,332-12.5% | $5,194+6.6% | $10,885-49.1% |