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 | $245,676 | $97,757+151.3% | $83,848+193.0% | $135,375+81.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 19.05% | 1287.37%-1268.3pp | 850.88%-831.8pp | 519.73%-500.7pp |
| Employer contribution / active EE | $10,000 | $4,222+136.9% | $3,631+175.4% | $4,779+109.3% |
| Participant deferral / active EE | $1,981 | $4,682-57.7% | $4,082-51.5% | $5,609-64.7% |
| Admin fee / account holder | $35,072 | $6,674+425.5% | $5,478+540.2% | $10,827+223.9% |