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 | $76,525 | $73,933+3.5% | $96,683-20.8% | $75,163+1.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 462.90% | 26.70%+436.2pp | 35.69%+427.2pp | 160.62%+302.3pp |
| Employer contribution / active EE | $2,381 | $2,928-18.7% | $3,737-36.3% | $2,670-10.8% |
| Participant deferral / active EE | $3,443 | $3,659-5.9% | $4,878-29.4% | $4,125-16.5% |
| Admin fee / account holder | $3,557 | $5,216-31.8% | $6,730-47.1% | $5,651-37.1% |