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 | $61,767 | $171,865-64.1% | $149,718-58.7% | $147,584-58.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.69% | 2113.22%-2082.5pp | 1501.63%-1470.9pp | 578.55%-547.9pp |
| Employer contribution / active EE | $3,752 | $6,275-40.2% | $5,445-31.1% | $4,876-23.1% |
| Participant deferral / active EE | $9,189 | $7,271+26.4% | $6,569+39.9% | $5,439+68.9% |
| Admin fee / account holder | $2,167 | $13,799-84.3% | $11,283-80.8% | $10,885-80.1% |