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 | $205,029 | $90,600+126.3% | $79,464+158.0% | $135,375+51.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.04% | 977.43%-967.4pp | 718.14%-708.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $13,047 | $3,068+325.3% | $2,800+365.9% | $4,779+173.0% |
| Participant deferral / active EE | $5,664 | $4,050+39.8% | $3,704+52.9% | $5,609+1.0% |
| Admin fee / account holder | $4,350 | $5,907-26.4% | $5,113-14.9% | $10,827-59.8% |