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 | $63,595 | $202,318-68.6% | $172,739-63.2% | $152,861-58.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.80% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $6,641 | $5,856+13.4% | $5,143+29.1% | $4,762+39.5% |
| Participant deferral / active EE | $5,479 | $5,948-7.9% | $5,198+5.4% | $5,850-6.3% |
| Admin fee / account holder | $361 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |