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 | $174,173 | $100,852+72.7% | $90,404+92.7% | $158,922+9.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 16.72% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $13,699 | $3,689+271.4% | $3,262+320.0% | $4,761+187.7% |
| Participant deferral / active EE | $13,109 | $4,348+201.5% | $3,963+230.8% | $5,982+119.1% |
| Admin fee / account holder | $13,091 | $6,501+101.4% | $5,611+133.3% | $11,246+16.4% |