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 | $150,641 | $202,318-25.5% | $172,739-12.8% | $152,861-1.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 54.10% | 1029.65%-975.6pp | 802.84%-748.7pp | 345.32%-291.2pp |
| Employer contribution / active EE | $2,188 | $5,856-62.6% | $5,143-57.5% | $4,762-54.1% |
| Participant deferral / active EE | $3,800 | $5,948-36.1% | $5,198-26.9% | $5,850-35.0% |
| Admin fee / account holder | $55,799 | $17,109+226.1% | $13,954+299.9% | $11,596+381.2% |