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 9-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 | $92,165 | $88,751+3.8% | $81,812+12.7% | $145,922-36.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 13.55% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,908 | $3,083+59.2% | $2,912+68.5% | $4,660+5.3% |
| Participant deferral / active EE | $9,315 | $4,643+100.6% | $4,319+115.7% | $6,688+39.3% |
| Admin fee / account holder | $26,114 | $8,415+210.3% | $7,386+253.6% | $13,397+94.9% |