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 | $75,054 | $171,865-56.3% | $149,718-49.9% | $147,584-49.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.96% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $12,902 | $6,275+105.6% | $5,445+137.0% | $4,876+164.6% |
| Participant deferral / active EE | $8,500 | $7,271+16.9% | $6,569+29.4% | $5,439+56.3% |
| Admin fee / account holder | $579 | $13,799-95.8% | $11,283-94.9% | $10,885-94.7% |