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 | $44,195 | $156,846-71.8% | $121,098-63.5% | $139,434-68.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 86.71% | 1474.56%-1387.8pp | 985.75%-899.0pp | 372.94%-286.2pp |
| Employer contribution / active EE | $2,312 | $5,536-58.2% | $4,164-44.5% | $4,751-51.3% |
| Participant deferral / active EE | $4,314 | $4,844-10.9% | $4,080+5.7% | $6,710-35.7% |
| Admin fee / account holder | $1,120 | $6,946-83.9% | $5,644-80.2% | $11,403-90.2% |