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 | $165,861 | $85,202+94.7% | $172,739-4.0% | $72,985+127.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 59.14% | 27.32%+31.8pp | 802.84%-743.7pp | 81.00%-21.9pp |
| Employer contribution / active EE | $2,136 | $3,324-35.7% | $5,143-58.5% | $2,440-12.5% |
| Participant deferral / active EE | $4,555 | $3,260+39.7% | $5,198-12.4% | $3,607+26.3% |
| Admin fee / account holder | $781 | $5,884-86.7% | $13,954-94.4% | $5,124-84.8% |