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 | $73,388 | $160,055-54.1% | $140,016-47.6% | $135,375-45.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.70% | 911.38%-902.7pp | 651.12%-642.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $10,576 | $6,420+64.7% | $5,606+88.7% | $4,779+121.3% |
| Participant deferral / active EE | $7,586 | $7,642-0.7% | $6,927+9.5% | $5,609+35.2% |
| Admin fee / account holder | $6,707 | $13,328-49.7% | $10,705-37.3% | $10,827-38.1% |