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 | $193,471 | $76,738+152.1% | $56,411+243.0% | $145,922+32.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.79% | 2994.23%-2977.4pp | 1701.33%-1684.5pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,623 | $1,380+380.0% | $1,039+537.7% | $4,660+42.1% |
| Participant deferral / active EE | $7,493 | $2,623+185.7% | $1,952+283.9% | $6,688+12.0% |
| Admin fee / account holder | $4,148 | $3,334+24.4% | $2,829+46.6% | $13,397-69.0% |