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 | $160,550 | $90,600+77.2% | $79,464+102.0% | $135,375+18.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.88% | 977.43%-966.5pp | 718.14%-707.3pp | 519.73%-508.8pp |
| Employer contribution / active EE | $7,640 | $3,068+149.0% | $2,800+172.8% | $4,779+59.9% |
| Participant deferral / active EE | $6,339 | $4,050+56.5% | $3,704+71.1% | $5,609+13.0% |
| Admin fee / account holder | $12,311 | $5,907+108.4% | $5,113+140.8% | $10,827+13.7% |