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 | $84,911 | $150,440-43.6% | $136,294-37.7% | $147,584-42.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.01% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,847 | $5,256-45.8% | $4,695-39.4% | $4,876-41.6% |
| Participant deferral / active EE | $7,893 | $6,630+19.0% | $6,247+26.4% | $5,439+45.1% |
| Admin fee / account holder | $698 | $10,905-93.6% | $9,243-92.4% | $10,885-93.6% |