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 | $55,613 | $57,281-2.9% | $86,612-35.8% | $75,163-26.0% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 19.31% | 2670.75%-2651.4pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,726 | $2,314+61.0% | $3,022+23.3% | $2,670+39.6% |
| Participant deferral / active EE | $8,987 | $3,318+170.9% | $4,438+102.5% | $4,125+117.9% |
| Admin fee / account holder | $3,569 | $4,112-13.2% | $5,614-36.4% | $5,651-36.8% |