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 | $50,050 | $105,998-52.8% | $92,233-45.7% | $147,584-66.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.47% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,000 | $4,333-30.8% | $3,679-18.5% | $4,876-38.5% |
| Participant deferral / active EE | $6,012 | $4,478+34.3% | $3,897+54.3% | $5,439+10.5% |
| Admin fee / account holder | $1,740 | $6,332-72.5% | $5,194-66.5% | $10,885-84.0% |