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 | $86,438 | $160,055-46.0% | $140,016-38.3% | $135,375-36.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 398.87% | 911.38%-512.5pp | 651.12%-252.2pp | 519.73%-120.9pp |
| Employer contribution / active EE | $12,458 | $6,420+94.0% | $5,606+122.2% | $4,779+160.7% |
| Participant deferral / active EE | $4,509 | $7,642-41.0% | $6,927-34.9% | $5,609-19.6% |
| Admin fee / account holder | $448 | $13,328-96.6% | $10,705-95.8% | $10,827-95.9% |