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 | $122,950 | $99,877+23.1% | $84,966+44.7% | $145,922-15.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.53% | 83.76%-64.2pp | 66.38%-46.9pp | 561.29%-541.8pp |
| Employer contribution / active EE | $5,616 | $3,231+73.8% | $2,727+105.9% | $4,660+20.5% |
| Participant deferral / active EE | $6,745 | $5,291+27.5% | $4,519+49.2% | $6,688+0.9% |
| Admin fee / account holder | $438 | $7,248-94.0% | $6,149-92.9% | $13,397-96.7% |