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 | $152,104 | $159,901-4.9% | $146,958+3.5% | $145,922+4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,000 | $5,286-5.4% | $4,933+1.4% | $4,660+7.3% |
| Participant deferral / active EE | $2,788 | $8,428-66.9% | $8,070-65.4% | $6,688-58.3% |
| Admin fee / account holder | $18,410 | $15,044+22.4% | $12,998+41.6% | $13,397+37.4% |