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 | $244,561 | $100,754+142.7% | $86,677+182.2% | $134,475+81.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 3.52% | 29.04%-25.5pp | 35.91%-32.4pp | 417.96%-414.4pp |
| Employer contribution / active EE | $11,250 | $3,489+222.4% | $2,836+296.6% | $4,740+137.4% |
| Participant deferral / active EE | $3,068 | $5,338-42.5% | $4,656-34.1% | $6,400-52.1% |
| Admin fee / account holder | $8,272 | $10,926-24.3% | $7,493+10.4% | $11,426-27.6% |