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 9-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 | $98,192 | $70,756+38.8% | $65,493+49.9% | $142,382-31.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.71% | 1754.89%-1731.2pp | 982.45%-958.7pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,613 | $2,881+60.1% | $2,574+79.2% | $4,299+7.3% |
| Participant deferral / active EE | $4,613 | $4,637-0.5% | $3,961+16.5% | $6,507-29.1% |
| Admin fee / account holder | $7,266 | $6,559+10.8% | $5,028+44.5% | $12,624-42.4% |