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 | $69,102 | $108,642-36.4% | $74,701-7.5% | $152,861-54.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 54.5%+37.8pp | 82.4%+9.9pp |
| Annual return | 20.16% | 114.06%-93.9pp | 752.92%-732.8pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,228 | $1,503+48.3% | $1,084+105.6% | $4,762-53.2% |
| Participant deferral / active EE | $3,402 | $2,712+25.4% | $1,964+73.2% | $5,850-41.9% |
| Admin fee / account holder | $7,974 | $4,902+62.6% | $3,333+139.2% | $11,596-31.2% |