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 | $137,142 | $202,318-32.2% | $172,739-20.6% | $152,861-10.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 23.05% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $11,007 | $5,856+88.0% | $5,143+114.0% | $4,762+131.1% |
| Participant deferral / active EE | $4,352 | $5,948-26.8% | $5,198-16.3% | $5,850-25.6% |
| Admin fee / account holder | $1,609 | $17,109-90.6% | $13,954-88.5% | $11,596-86.1% |