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 | $130,593 | $109,817+18.9% | $98,442+32.7% | $167,490-22.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.54% | 1956.69%-1945.2pp | 1492.73%-1481.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $9,939 | $3,224+208.3% | $2,960+235.8% | $4,837+105.4% |
| Participant deferral / active EE | $5,172 | $4,673+10.7% | $4,276+21.0% | $6,341-18.4% |
| Admin fee / account holder | $8,265 | $6,753+22.4% | $5,949+38.9% | $12,309-32.9% |