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 | $143,721 | $65,365+119.9% | $92,893+54.7% | $72,985+96.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 307.37% | 42.10%+265.3pp | 109.41%+198.0pp | 81.00%+226.4pp |
| Employer contribution / active EE | $4,751 | $2,594+83.1% | $3,653+30.1% | $2,440+94.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,610 | $4,251-15.1% | $5,794-37.7% | $5,124-29.5% |