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 | $75,418 | $100,852-25.2% | $90,404-16.6% | $158,922-52.5% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 14.63% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,463 | $3,689+21.0% | $3,262+36.8% | $4,761-6.3% |
| Participant deferral / active EE | $4,282 | $4,348-1.5% | $3,963+8.0% | $5,982-28.4% |
| Admin fee / account holder | $3,027 | $6,501-53.4% | $5,611-46.0% | $11,246-73.1% |