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 | $167,807 | $57,281+193.0% | $86,612+93.7% | $75,163+123.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.69% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $7,539 | $2,314+225.7% | $3,022+149.4% | $2,670+182.4% |
| Participant deferral / active EE | $14,533 | $3,318+338.0% | $4,438+227.5% | $4,125+252.3% |
| Admin fee / account holder | $13,374 | $4,112+225.2% | $5,614+138.2% | $5,651+136.7% |