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 | $89,793 | $96,305-6.8% | $80,569+11.4% | $139,434-35.6% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 15.18% | 1350.08%-1334.9pp | 935.43%-920.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,606 | $3,262+71.8% | $2,723+105.8% | $4,751+18.0% |
| Participant deferral / active EE | $3,642 | $5,232-30.4% | $4,447-18.1% | $6,710-45.7% |
| Admin fee / account holder | $1,113 | $6,599-83.1% | $5,377-79.3% | $11,403-90.2% |