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 | $240,275 | $65,409+267.3% | $98,442+144.1% | $85,850+179.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.20% | 21.76%-6.6pp | 1492.73%-1477.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $7,259 | $2,168+234.9% | $2,960+145.3% | $2,565+183.0% |
| Participant deferral / active EE | $3,160 | $3,166-0.2% | $4,276-26.1% | $3,952-20.0% |
| Admin fee / account holder | $2,857 | $4,593-37.8% | $5,949-52.0% | $6,260-54.4% |