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 8-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 | $58,968 | $88,751-33.6% | $81,812-27.9% | $145,922-59.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.33% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $24,059 | $3,083+680.3% | $2,912+726.1% | $4,660+416.3% |
| Participant deferral / active EE | $9,894 | $4,643+113.1% | $4,319+129.1% | $6,688+47.9% |
| Admin fee / account holder | $7,819 | $8,415-7.1% | $7,386+5.9% | $13,397-41.6% |