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 | $65,563 | $96,305-31.9% | $80,569-18.6% | $139,434-53.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $14,150 | $3,262+333.8% | $2,723+419.5% | $4,751+197.8% |
| Participant deferral / active EE | $3,790 | $5,232-27.6% | $4,447-14.8% | $6,710-43.5% |
| Admin fee / account holder | $17,593 | $6,599+166.6% | $5,377+227.2% | $11,403+54.3% |