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 7-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 | $70,162 | $70,756-0.8% | $65,493+7.1% | $142,382-50.7% |
| Participation rate | 77.8% | 77.4%+0.4pp | 73.1%+4.7pp | 80.1%-2.3pp |
| Annual return | 18.51% | 1754.89%-1736.4pp | 982.45%-963.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,718 | $2,881+98.5% | $2,574+122.1% | $4,299+33.0% |
| Participant deferral / active EE | $4,213 | $4,637-9.1% | $3,961+6.4% | $6,507-35.3% |
| Admin fee / account holder | $909 | $6,559-86.1% | $5,028-81.9% | $12,624-92.8% |