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 | $149,776 | $99,020+51.3% | $86,590+73.0% | $147,584+1.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.80% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,860 | $3,132+23.2% | $2,839+35.9% | $4,876-20.9% |
| Participant deferral / active EE | $6,045 | $3,972+52.2% | $3,609+67.5% | $5,439+11.1% |
| Admin fee / account holder | $15,884 | $5,710+178.2% | $4,906+223.8% | $10,885+45.9% |