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 | $99,314 | $48,795+103.5% | $65,493+51.6% | $84,808+17.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.75% | 20.20%-8.4pp | 982.45%-970.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $4,766 | $1,930+147.0% | $2,574+85.2% | $2,631+81.2% |
| Participant deferral / active EE | $6,866 | $2,928+134.5% | $3,961+73.3% | $4,212+63.0% |
| Admin fee / account holder | $35,904 | $3,877+826.1% | $5,028+614.0% | $7,344+388.9% |