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 | $238,006 | $100,852+136.0% | $90,404+163.3% | $158,922+49.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.72% | 1724.20%-1716.5pp | 1293.02%-1285.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,964 | $3,689-19.6% | $3,262-9.1% | $4,761-37.8% |
| Participant deferral / active EE | $7,325 | $4,348+68.5% | $3,963+84.8% | $5,982+22.4% |
| Admin fee / account holder | $5,099 | $6,501-21.6% | $5,611-9.1% | $11,246-54.7% |