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 | $159,641 | $70,606+126.1% | $53,898+196.2% | $142,382+12.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 48.37% | 619.81%-571.4pp | 528.60%-480.2pp | 217.08%-168.7pp |
| Employer contribution / active EE | $1,429 | $1,202+18.9% | $932+53.4% | $4,299-66.8% |
| Participant deferral / active EE | $5,490 | $2,364+132.2% | $1,826+200.6% | $6,507-15.6% |
| Admin fee / account holder | $3,551 | $2,852+24.5% | $2,491+42.5% | $12,624-71.9% |