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 | $98,371 | $100,041-1.7% | $149,718-34.3% | $70,131+40.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.49% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $3,924 | $3,662+7.2% | $5,445-27.9% | $2,342+67.5% |
| Participant deferral / active EE | $10,604 | $4,983+112.8% | $6,569+61.4% | $3,332+218.3% |
| Admin fee / account holder | $1,864 | $8,286-77.5% | $11,283-83.5% | $4,645-59.9% |