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 | $203,513 | $102,317+98.9% | $146,958+38.5% | $80,856+151.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.90% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,391 | $3,713-8.7% | $4,933-31.3% | $2,755+23.1% |
| Participant deferral / active EE | $5,105 | $6,644-23.2% | $8,070-36.7% | $4,296+18.8% |
| Admin fee / account holder | $2,840 | $7,941-64.2% | $12,998-78.2% | $6,918-58.9% |