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 | $145,865 | $88,751+64.4% | $81,812+78.3% | $145,9220% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 11.97% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,705 | $3,083+149.9% | $2,912+164.6% | $4,660+65.4% |
| Participant deferral / active EE | $6,413 | $4,643+38.1% | $4,319+48.5% | $6,688-4.1% |
| Admin fee / account holder | $63,943 | $8,415+659.8% | $7,386+765.7% | $13,397+377.3% |