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 | $70,009 | $96,305-27.3% | $80,569-13.1% | $139,434-49.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.56% | 1350.08%-1338.5pp | 935.43%-923.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $6,208 | $3,262+90.3% | $2,723+127.9% | $4,751+30.7% |
| Participant deferral / active EE | $5,914 | $5,232+13.0% | $4,447+33.0% | $6,710-11.9% |
| Admin fee / account holder | $1,303 | $6,599-80.3% | $5,377-75.8% | $11,403-88.6% |