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 5-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 | $145,194 | $96,635+50.2% | $86,612+67.6% | $139,434+4.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.26% | 106.41%-93.2pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $10,046 | $3,263+207.9% | $3,022+232.4% | $4,751+111.5% |
| Participant deferral / active EE | $7,499 | $4,836+55.1% | $4,438+69.0% | $6,710+11.8% |
| Admin fee / account holder | $33,180 | $6,408+417.8% | $5,614+491.0% | $11,403+191.0% |