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 5-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 | $176,286 | $202,432-12.9% | $169,368+4.1% | $139,434+26.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.71% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $47,500 | $4,692+912.3% | $4,013+1083.7% | $4,751+899.8% |
| Participant deferral / active EE | $26,000 | $6,938+274.7% | $6,221+317.9% | $6,710+287.5% |
| Admin fee / account holder | $1,575 | $10,708-85.3% | $9,003-82.5% | $11,403-86.2% |