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 | $64,588 | $202,318-68.1% | $172,739-62.6% | $152,861-57.7% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 15.92% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $3,928 | $5,856-32.9% | $5,143-23.6% | $4,762-17.5% |
| Participant deferral / active EE | $7,173 | $5,948+20.6% | $5,198+38.0% | $5,850+22.6% |
| Admin fee / account holder | $11,878 | $17,109-30.6% | $13,954-14.9% | $11,596+2.4% |