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 | $101,130 | $88,751+13.9% | $81,812+23.6% | $145,922-30.7% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 13.89% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,238 | $3,083-27.4% | $2,912-23.2% | $4,660-52.0% |
| Participant deferral / active EE | $6,892 | $4,643+48.4% | $4,319+59.6% | $6,688+3.1% |
| Admin fee / account holder | $2,508 | $8,415-70.2% | $7,386-66.0% | $13,397-81.3% |