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 | $126,489 | $58,208+117.3% | $81,812+54.6% | $80,856+56.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.64% | 41.66%-27.0pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $14,696 | $2,340+528.0% | $2,912+404.6% | $2,755+433.5% |
| Participant deferral / active EE | $730 | $3,281-77.8% | $4,319-83.1% | $4,296-83.0% |
| Admin fee / account holder | $20,128 | $4,981+304.1% | $7,386+172.5% | $6,918+191.0% |