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 | $69,917 | $202,318-65.4% | $172,739-59.5% | $152,861-54.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.82% | 1029.65%-1010.8pp | 802.84%-784.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $7,221 | $5,856+23.3% | $5,143+40.4% | $4,762+51.6% |
| Participant deferral / active EE | $5,283 | $5,948-11.2% | $5,198+1.6% | $5,850-9.7% |
| Admin fee / account holder | $488 | $17,109-97.1% | $13,954-96.5% | $11,596-95.8% |