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 6-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 | $85,371 | $88,751-3.8% | $81,812+4.4% | $145,922-41.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.38% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,476 | $3,083+12.7% | $2,912+19.4% | $4,660-25.4% |
| Participant deferral / active EE | $8,454 | $4,643+82.1% | $4,319+95.8% | $6,688+26.4% |
| Admin fee / account holder | $81,486 | $8,415+868.3% | $7,386+1003.3% | $13,397+508.2% |