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 | $157,111 | $100,041+57.0% | $149,718+4.9% | $70,131+124.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.26% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,058 | $3,662-16.5% | $5,445-43.8% | $2,342+30.5% |
| Participant deferral / active EE | $11,288 | $4,983+126.5% | $6,569+71.8% | $3,332+238.8% |
| Admin fee / account holder | $20,968 | $8,286+153.0% | $11,283+85.8% | $4,645+351.4% |