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 | $217,629 | $102,317+112.7% | $146,958+48.1% | $80,856+169.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.81% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,242 | $3,713+14.3% | $4,933-14.0% | $2,755+54.0% |
| Participant deferral / active EE | $11,058 | $6,644+66.4% | $8,070+37.0% | $4,296+157.4% |
| Admin fee / account holder | $19,983 | $7,941+151.6% | $12,998+53.7% | $6,918+188.9% |