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 | $145,451 | $138,044+5.4% | $125,339+16.0% | $134,475+8.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.75% | 750.33%-749.6pp | 572.05%-571.3pp | 417.96%-417.2pp |
| Employer contribution / active EE | $14,595 | $5,243+178.4% | $4,814+203.2% | $4,740+207.9% |
| Participant deferral / active EE | $10,883 | $7,799+39.6% | $7,446+46.2% | $6,400+70.1% |
| Admin fee / account holder | $3,904 | $11,571-66.3% | $10,010-61.0% | $11,426-65.8% |