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 | $110,632 | $70,756+56.4% | $65,493+68.9% | $142,382-22.3% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 14.94% | 1754.89%-1740.0pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,572 | $2,881-45.4% | $2,574-38.9% | $4,299-63.4% |
| Participant deferral / active EE | $4,269 | $4,637-7.9% | $3,961+7.8% | $6,507-34.4% |
| Admin fee / account holder | $26,384 | $6,559+302.3% | $5,028+424.7% | $12,624+109.0% |