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 | $145,741 | $100,852+44.5% | $90,404+61.2% | $158,922-8.3% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 16.32% | 1724.20%-1707.9pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,127 | $3,689-42.3% | $3,262-34.8% | $4,761-55.3% |
| Participant deferral / active EE | $8,527 | $4,348+96.1% | $3,963+115.1% | $5,982+42.5% |
| Admin fee / account holder | $9,753 | $6,501+50.0% | $5,611+73.8% | $11,246-13.3% |