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 | $58,730 | $202,318-71.0% | $172,739-66.0% | $152,861-61.6% |
| Participation rate | 84.2% | 87.1%-2.8pp | 82.6%+1.6pp | 82.4%+1.8pp |
| Annual return | 14.29% | 1029.65%-1015.4pp | 802.84%-788.6pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,356 | $5,856-42.7% | $5,143-34.7% | $4,762-29.5% |
| Participant deferral / active EE | $2,887 | $5,948-51.5% | $5,198-44.5% | $5,850-50.7% |
| Admin fee / account holder | $65,600 | $17,109+283.4% | $13,954+370.1% | $11,596+465.7% |