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 | $76,397 | $171,865-55.5% | $149,718-49.0% | $147,584-48.2% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 12.66% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $7,940 | $6,275+26.5% | $5,445+45.8% | $4,876+62.8% |
| Participant deferral / active EE | $11,009 | $7,271+51.4% | $6,569+67.6% | $5,439+102.4% |
| Admin fee / account holder | $11,402 | $13,799-17.4% | $11,283+1.1% | $10,885+4.7% |