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 | $102,509 | $54,705+87.4% | $71,209+44.0% | $84,808+20.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.30% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $8,963 | $2,158+315.4% | $2,721+229.4% | $2,631+240.7% |
| Participant deferral / active EE | $7,468 | $3,030+146.4% | $4,175+78.9% | $4,212+77.3% |
| Admin fee / account holder | $7,245 | $4,863+49.0% | $5,349+35.4% | $7,344-1.3% |