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 | $127,560 | $88,751+43.7% | $81,812+55.9% | $145,922-12.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.43% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,782 | $3,083-9.8% | $2,912-4.5% | $4,660-40.3% |
| Participant deferral / active EE | $5,287 | $4,643+13.9% | $4,319+22.4% | $6,688-20.9% |
| Admin fee / account holder | $48,460 | $8,415+475.8% | $7,386+556.1% | $13,397+261.7% |