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 | $170,921 | $105,998+61.2% | $92,233+85.3% | $147,584+15.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.05% | 50.05%-35.0pp | 176.28%-161.2pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,221 | $4,333-48.7% | $3,679-39.6% | $4,876-54.5% |
| Participant deferral / active EE | $7,291 | $4,478+62.8% | $3,897+87.1% | $5,439+34.1% |
| Admin fee / account holder | $45,086 | $6,332+612.0% | $5,194+768.1% | $10,885+314.2% |