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 | $48,239 | $226,064-78.7% | $182,532-73.6% | $152,861-68.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 42.27% | 192.51%-150.2pp | 148.54%-106.3pp | 345.32%-303.0pp |
| Employer contribution / active EE | $3,919 | $4,978-21.3% | $4,076-3.9% | $4,762-17.7% |
| Participant deferral / active EE | $8,108 | $6,368+27.3% | $5,524+46.8% | $5,850+38.6% |
| Admin fee / account holder | $334 | $10,703-96.9% | $8,592-96.1% | $11,596-97.1% |