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 | $74,698 | $202,318-63.1% | $172,739-56.8% | $152,861-51.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.19% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,559 | $5,856-56.3% | $5,143-50.2% | $4,762-46.3% |
| Participant deferral / active EE | $3,566 | $5,948-40.0% | $5,198-31.4% | $5,850-39.0% |
| Admin fee / account holder | $341 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |