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 3-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 | $14,790 | $99,877-85.2% | $84,966-82.6% | $145,922-89.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 611.47% | 83.76%+527.7pp | 66.38%+545.1pp | 561.29%+50.2pp |
| Employer contribution / active EE | $5,213 | $3,231+61.3% | $2,727+91.2% | $4,660+11.9% |
| Participant deferral / active EE | $8,068 | $5,291+52.5% | $4,519+78.5% | $6,688+20.6% |
| Admin fee / account holder | $52,297 | $7,248+621.6% | $6,149+750.5% | $13,397+290.4% |