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 | $60,085 | $76,738-21.7% | $56,411+6.5% | $145,922-58.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.27% | 2994.23%-2985.0pp | 1701.33%-1692.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,425 | $1,380+148.2% | $1,039+229.7% | $4,660-26.5% |
| Participant deferral / active EE | $6,016 | $2,623+129.4% | $1,952+208.2% | $6,688-10.0% |
| Admin fee / account holder | $12,032 | $3,334+260.9% | $2,829+325.3% | $13,397-10.2% |