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 | $91,179 | $79,171+15.2% | $102,423-11.0% | $74,495+22.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 14.23% | 54.93%-40.7pp | 29.32%-15.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $8,066 | $2,362+241.4% | $3,023+166.8% | $2,623+207.5% |
| Participant deferral / active EE | $6,453 | $4,415+46.1% | $5,053+27.7% | $4,346+48.5% |
| Admin fee / account holder | $3,499 | $2,001+74.9% | $9,451-63.0% | $1,942+80.2% |