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 | $144,735 | $102,317+41.5% | $146,958-1.5% | $80,856+79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.41% | 134.76%-121.4pp | 418.34%-404.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,285 | $3,713-11.5% | $4,933-33.4% | $2,755+19.3% |
| Participant deferral / active EE | $10,294 | $6,644+54.9% | $8,070+27.6% | $4,296+139.6% |
| Admin fee / account holder | $27,445 | $7,941+245.6% | $12,998+111.1% | $6,918+296.7% |