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 | $187,810 | $93,571+100.7% | $135,903+38.2% | $75,163+149.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.43% | 30.90%-0.5pp | 68.23%-37.8pp | 160.62%-130.2pp |
| Employer contribution / active EE | $11,300 | $3,537+219.5% | $4,856+132.7% | $2,670+323.3% |
| Participant deferral / active EE | $9,283 | $6,404+44.9% | $7,758+19.7% | $4,125+125.0% |
| Admin fee / account holder | $12,663 | $6,975+81.5% | $10,762+17.7% | $5,651+124.1% |