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 | $192,121 | $57,281+235.4% | $86,612+121.8% | $75,163+155.6% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 13.97% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $5,377 | $2,314+132.3% | $3,022+77.9% | $2,670+101.4% |
| Participant deferral / active EE | $2,358 | $3,318-28.9% | $4,438-46.9% | $4,125-42.8% |
| Admin fee / account holder | $21,752 | $4,112+429.0% | $5,614+287.4% | $5,651+284.9% |