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 | $64,367 | $202,318-68.2% | $172,739-62.7% | $152,861-57.9% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.4%+13.4pp |
| Annual return | 19.49% | 1029.65%-1010.2pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $9,155 | $5,856+56.3% | $5,143+78.0% | $4,762+92.2% |
| Participant deferral / active EE | $3,682 | $5,948-38.1% | $5,198-29.2% | $5,850-37.1% |
| Admin fee / account holder | $1,890 | $17,109-89.0% | $13,954-86.5% | $11,596-83.7% |