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 8-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 | $142,603 | $70,606+102.0% | $53,898+164.6% | $142,382+0.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 11.94% | 619.81%-607.9pp | 528.60%-516.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $20,455 | $1,202+1601.6% | $932+2094.6% | $4,299+375.8% |
| Participant deferral / active EE | $12,400 | $2,364+424.5% | $1,826+579.0% | $6,507+90.6% |
| Admin fee / account holder | $3,581 | $2,852+25.6% | $2,491+43.8% | $12,624-71.6% |