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 | $68,507 | $202,318-66.1% | $172,739-60.3% | $152,861-55.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 16.51% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $5,049 | $5,856-13.8% | $5,143-1.8% | $4,762+6.0% |
| Participant deferral / active EE | $5,169 | $5,948-13.1% | $5,198-0.5% | $5,850-11.6% |
| Admin fee / account holder | $638 | $17,109-96.3% | $13,954-95.4% | $11,596-94.5% |