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 9-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 | $65,568 | $96,305-31.9% | $80,569-18.6% | $139,434-53.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.28% | 1350.08%-1321.8pp | 935.43%-907.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,958 | $3,262+21.3% | $2,723+45.3% | $4,751-16.7% |
| Participant deferral / active EE | $4,708 | $5,232-10.0% | $4,447+5.9% | $6,710-29.8% |
| Admin fee / account holder | $823 | $6,599-87.5% | $5,377-84.7% | $11,403-92.8% |