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 | $36,809 | $202,318-81.8% | $172,739-78.7% | $152,861-75.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.96% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $10,208 | $5,856+74.3% | $5,143+98.5% | $4,762+114.3% |
| Participant deferral / active EE | $3,979 | $5,948-33.1% | $5,198-23.4% | $5,850-32.0% |
| Admin fee / account holder | $418 | $17,109-97.6% | $13,954-97.0% | $11,596-96.4% |