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 | $58,238 | $202,318-71.2% | $172,739-66.3% | $152,861-61.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.90% | 1029.65%-1011.8pp | 802.84%-784.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $8,580 | $5,856+46.5% | $5,143+66.8% | $4,762+80.2% |
| Participant deferral / active EE | $7,447 | $5,948+25.2% | $5,198+43.3% | $5,850+27.3% |
| Admin fee / account holder | $302 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |