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 | $72,811 | $202,318-64.0% | $172,739-57.8% | $152,861-52.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 19.74% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,218 | $5,856-45.1% | $5,143-37.4% | $4,762-32.4% |
| Participant deferral / active EE | $7,725 | $5,948+29.9% | $5,198+48.6% | $5,850+32.1% |
| Admin fee / account holder | $9,192 | $17,109-46.3% | $13,954-34.1% | $11,596-20.7% |