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 | $151,437 | $100,852+50.2% | $90,404+67.5% | $158,922-4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.79% | 1724.20%-1712.4pp | 1293.02%-1281.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,941 | $3,689+6.8% | $3,262+20.8% | $4,761-17.2% |
| Participant deferral / active EE | $7,000 | $4,348+61.0% | $3,963+76.6% | $5,982+17.0% |
| Admin fee / account holder | $2,882 | $6,501-55.7% | $5,611-48.6% | $11,246-74.4% |