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 | $190,339 | $84,696+124.7% | $75,696+151.5% | $167,490+13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.32% | 199.36%-184.0pp | 104.53%-89.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $8,701 | $3,230+169.4% | $2,743+217.2% | $4,837+79.9% |
| Participant deferral / active EE | $7,055 | $4,580+54.0% | $3,821+84.6% | $6,341+11.3% |
| Admin fee / account holder | $8,593 | $5,355+60.5% | $3,619+137.4% | $12,309-30.2% |