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 8-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 | $80,322 | $100,852-20.4% | $90,404-11.2% | $158,922-49.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.77% | 1724.20%-1700.4pp | 1293.02%-1269.2pp | 302.83%-279.1pp |
| Employer contribution / active EE | $4,008 | $3,689+8.7% | $3,262+22.9% | $4,761-15.8% |
| Participant deferral / active EE | $10,028 | $4,348+130.6% | $3,963+153.0% | $5,982+67.6% |
| Admin fee / account holder | $2,015 | $6,501-69.0% | $5,611-64.1% | $11,246-82.1% |