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 | $130,146 | $100,852+29.0% | $90,404+44.0% | $158,922-18.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.25% | 1724.20%-1705.0pp | 1293.02%-1273.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $16,553 | $3,689+348.8% | $3,262+407.5% | $4,761+247.7% |
| Participant deferral / active EE | $1,947 | $4,348-55.2% | $3,963-50.9% | $5,982-67.4% |
| Admin fee / account holder | $442 | $6,501-93.2% | $5,611-92.1% | $11,246-96.1% |