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 | $160,265 | $183,963-12.9% | $162,163-1.2% | $152,861+4.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.91% | 150.76%-124.8pp | 115.59%-89.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $8,697 | $6,371+36.5% | $5,614+54.9% | $4,762+82.6% |
| Participant deferral / active EE | $5,853 | $8,034-27.1% | $7,298-19.8% | $5,850+0.1% |
| Admin fee / account holder | $620 | $13,121-95.3% | $10,843-94.3% | $11,596-94.7% |