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 | $247,020 | $102,604+140.8% | $86,188+186.6% | $139,434+77.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.37% | 1922.51%-1908.1pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,553 | $3,032+17.2% | $2,380+49.3% | $4,751-25.2% |
| Participant deferral / active EE | $8,483 | $4,676+81.4% | $3,985+112.9% | $6,710+26.4% |
| Admin fee / account holder | $8,188 | $8,657-5.4% | $6,852+19.5% | $11,403-28.2% |