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 | $209,930 | $99,957+110.0% | $149,696+40.2% | $73,488+185.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 15.97% | 53.87%-37.9pp | 276.60%-260.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $6,544 | $3,191+105.1% | $4,644+40.9% | $2,270+188.3% |
| Participant deferral / active EE | $3,690 | $6,073-39.2% | $6,842-46.1% | $3,740-1.3% |
| Admin fee / account holder | $1,397 | $551+153.6% | $9,309-85.0% | $513+172.2% |