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 | $215,330 | $159,901+34.7% | $146,958+46.5% | $145,922+47.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.30% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $10,634 | $5,286+101.2% | $4,933+115.6% | $4,660+128.2% |
| Participant deferral / active EE | $14,556 | $8,428+72.7% | $8,070+80.4% | $6,688+117.7% |
| Admin fee / account holder | $53,125 | $15,044+253.1% | $12,998+308.7% | $13,397+296.5% |