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 9-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 | $93,932 | $88,751+5.8% | $81,812+14.8% | $145,922-35.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.41% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $7,456 | $3,083+141.8% | $2,912+156.0% | $4,660+60.0% |
| Participant deferral / active EE | $5,829 | $4,643+25.5% | $4,319+35.0% | $6,688-12.8% |
| Admin fee / account holder | $5,581 | $8,415-33.7% | $7,386-24.4% | $13,397-58.3% |