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 | $78,777 | $100,852-21.9% | $90,404-12.9% | $158,922-50.4% |
| Participation rate | 77.3% | 75.0%+2.3pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 14.60% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,931 | $3,689-47.6% | $3,262-40.8% | $4,761-59.4% |
| Participant deferral / active EE | $3,819 | $4,348-12.2% | $3,963-3.6% | $5,982-36.2% |
| Admin fee / account holder | $4,938 | $6,501-24.0% | $5,611-12.0% | $11,246-56.1% |