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 | $51,208 | $70,756-27.6% | $65,493-21.8% | $142,382-64.0% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 12.54% | 1754.89%-1742.4pp | 982.45%-969.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,409 | $2,881+18.4% | $2,574+32.4% | $4,299-20.7% |
| Participant deferral / active EE | $5,625 | $4,637+21.3% | $3,961+42.0% | $6,507-13.6% |
| Admin fee / account holder | $17,206 | $6,559+162.3% | $5,028+242.2% | $12,624+36.3% |