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 | $110,626 | $68,073+62.5% | $76,080+45.4% | $85,850+28.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 79.4%+20.6pp | 69.3%+30.7pp |
| Annual return | 14.95% | 19.42%-4.5pp | 42.50%-27.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $13,013 | $3,209+305.5% | $3,962+228.4% | $2,565+407.3% |
| Participant deferral / active EE | $9,327 | $3,799+145.5% | $4,905+90.1% | $3,952+136.0% |
| Admin fee / account holder | $8,368 | $3,422+144.6% | $4,883+71.4% | $6,260+33.7% |