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 | $89,084 | $105,998-16.0% | $92,233-3.4% | $147,584-39.6% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 18.84% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $7,531 | $4,333+73.8% | $3,679+104.7% | $4,876+54.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,133 | $6,332+60.0% | $5,194+95.1% | $10,885-6.9% |