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 | $188,453 | $102,604+83.7% | $86,188+118.7% | $139,434+35.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.33% | 1922.51%-1911.2pp | 1168.45%-1157.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $8,333 | $3,032+174.8% | $2,380+250.1% | $4,751+75.4% |
| Participant deferral / active EE | $2,750 | $4,676-41.2% | $3,985-31.0% | $6,710-59.0% |
| Admin fee / account holder | $5,528 | $8,657-36.1% | $6,852-19.3% | $11,403-51.5% |