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 | $152,764 | $83,902+82.1% | $167,512-8.8% | $84,808+80.1% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.1%+13.9pp | 68.3%+22.6pp |
| Annual return | 17.32% | 91.55%-74.2pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $8,159 | $2,264+260.4% | $3,882+110.2% | $2,631+210.1% |
| Participant deferral / active EE | $13,021 | $4,442+193.1% | $6,405+103.3% | $4,212+209.2% |
| Admin fee / account holder | $44,672 | $7,915+464.4% | $9,769+357.3% | $7,344+508.3% |