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 | $64,344 | $88,751-27.5% | $81,812-21.4% | $145,922-55.9% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.3%+8.6pp | 80.3%+0.7pp |
| Annual return | 15.55% | 1025.40%-1009.8pp | 773.79%-758.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $5,310 | $3,083+72.2% | $2,912+82.3% | $4,660+13.9% |
| Participant deferral / active EE | $9,069 | $4,643+95.3% | $4,319+110.0% | $6,688+35.6% |
| Admin fee / account holder | $2,461 | $8,415-70.8% | $7,386-66.7% | $13,397-81.6% |