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 | $197,258 | $112,881+74.7% | $90,951+116.9% | $158,922+24.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.73% | 215.79%-206.1pp | 134.60%-124.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $11,189 | $2,893+286.7% | $2,122+427.3% | $4,761+135.0% |
| Participant deferral / active EE | $4,515 | $4,128+9.4% | $3,373+33.9% | $5,982-24.5% |
| Admin fee / account holder | $1,655 | $8,041-79.4% | $5,959-72.2% | $11,246-85.3% |