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 | $155,060 | $202,318-23.4% | $172,739-10.2% | $152,861+1.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.58% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,541 | $5,856-39.5% | $5,143-31.1% | $4,762-25.6% |
| Participant deferral / active EE | $12,701 | $5,948+113.5% | $5,198+144.4% | $5,850+117.1% |
| Admin fee / account holder | $439 | $17,109-97.4% | $13,954-96.9% | $11,596-96.2% |