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 7-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 | $152,628 | $60,124+153.9% | $90,404+68.8% | $79,858+91.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.59% | 71.94%-56.4pp | 1293.02%-1277.4pp | 31.71%-16.1pp |
| Employer contribution / active EE | $9,345 | $2,068+352.0% | $3,262+186.5% | $2,471+278.2% |
| Participant deferral / active EE | $10,553 | $2,938+259.2% | $3,963+166.3% | $3,740+182.2% |
| Admin fee / account holder | $9,591 | $3,976+141.2% | $5,611+70.9% | $5,306+80.8% |