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 | $142,432 | $72,400+96.7% | $67,502+111.0% | $145,922-2.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.72% | 7182.46%-7166.7pp | 3512.12%-3496.4pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,995 | $3,069-35.0% | $2,731-26.9% | $4,660-57.2% |
| Participant deferral / active EE | $17,291 | $4,783+261.5% | $4,000+332.3% | $6,688+158.5% |
| Admin fee / account holder | $8,043 | $5,539+45.2% | $3,998+101.2% | $13,397-40.0% |