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 7-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 | $109,048 | $157,256-30.7% | $141,162-22.7% | $152,861-28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1228.56% | 64.32%+1164.2pp | 71.39%+1157.2pp | 345.32%+883.2pp |
| Employer contribution / active EE | $3,654 | $5,261-30.5% | $4,735-22.8% | $4,762-23.3% |
| Participant deferral / active EE | $8,748 | $7,109+23.0% | $6,709+30.4% | $5,850+49.5% |
| Admin fee / account holder | $873 | $12,120-92.8% | $10,261-91.5% | $11,596-92.5% |