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 | $113,076 | $57,281+97.4% | $86,612+30.6% | $75,163+50.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 25.59% | 2670.75%-2645.2pp | 591.07%-565.5pp | 160.62%-135.0pp |
| Employer contribution / active EE | $5,475 | $2,314+136.5% | $3,022+81.1% | $2,670+105.1% |
| Participant deferral / active EE | $4,669 | $3,318+40.7% | $4,438+5.2% | $4,125+13.2% |
| Admin fee / account holder | $14,574 | $4,112+254.4% | $5,614+159.6% | $5,651+157.9% |