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 | $226,055 | $78,705+187.2% | $117,854+91.8% | $70,131+222.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.03% | 23.30%-4.3pp | 335.08%-316.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,634 | $2,223+63.5% | $3,786-4.0% | $2,342+55.2% |
| Participant deferral / active EE | $4,868 | $3,297+47.7% | $4,482+8.6% | $3,332+46.1% |
| Admin fee / account holder | $13,815 | $5,065+172.7% | $8,020+72.3% | $4,645+197.4% |