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 | $126,596 | $81,625+55.1% | $58,482+116.5% | $139,434-9.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.02% | 7404.20%-7393.2pp | 4239.32%-4228.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $5,000 | $1,398+257.6% | $1,053+374.7% | $4,751+5.2% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,169 | $3,265-64.2% | $2,516-53.5% | $11,403-89.7% |