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 | $181,591 | $114,047+59.2% | $96,139+88.9% | $167,490+8.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.25% | 189.88%-179.6pp | 191.94%-181.7pp | 478.56%-468.3pp |
| Employer contribution / active EE | $19,665 | $3,427+473.8% | $2,797+603.1% | $4,837+306.5% |
| Participant deferral / active EE | $24,721 | $5,194+376.0% | $4,349+468.5% | $6,341+289.9% |
| Admin fee / account holder | $81,408 | $6,897+1080.4% | $5,537+1370.3% | $12,309+561.4% |