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 | $82,426 | $226,064-63.5% | $182,532-54.8% | $152,861-46.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.09% | 192.51%-167.4pp | 148.54%-123.4pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,672 | $4,978-66.4% | $4,076-59.0% | $4,762-64.9% |
| Participant deferral / active EE | $1,818 | $6,368-71.4% | $5,524-67.1% | $5,850-68.9% |
| Admin fee / account holder | $999 | $10,703-90.7% | $8,592-88.4% | $11,596-91.4% |