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 | $216,816 | $137,414+57.8% | $189,513+14.4% | $85,850+152.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.63% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $5,019 | $4,344+15.5% | $6,162-18.6% | $2,565+95.6% |
| Participant deferral / active EE | $4,961 | $6,260-20.7% | $8,221-39.7% | $3,952+25.5% |
| Admin fee / account holder | $16,154 | $8,630+87.2% | $12,045+34.1% | $6,260+158.1% |