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 | $201,378 | $99,032+103.3% | $80,019+151.7% | $135,375+48.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 37.43% | 15.39%+22.0pp | 11.22%+26.2pp | 519.73%-482.3pp |
| Employer contribution / active EE | $13,871 | $3,043+355.8% | $2,468+462.0% | $4,779+190.3% |
| Participant deferral / active EE | $23,075 | $4,282+438.9% | $3,686+526.1% | $5,609+311.4% |
| Admin fee / account holder | $156,686 | $10,436+1401.4% | $6,521+2302.9% | $10,827+1347.2% |