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 | $56,849 | $169,032-66.4% | $129,207-56.0% | $145,922-61.0% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 10.41% | 14330.11%-14319.7pp | 9417.33%-9406.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $12,342 | $5,537+122.9% | $4,153+197.2% | $4,660+164.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,454 | $9,954-85.4% | $7,715-81.2% | $13,397-89.1% |