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 | $178,481 | $150,440+18.6% | $136,294+31.0% | $147,584+20.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.59% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,502 | $5,256-33.4% | $4,695-25.4% | $4,876-28.2% |
| Participant deferral / active EE | $8,674 | $6,630+30.8% | $6,247+38.8% | $5,439+59.5% |
| Admin fee / account holder | $423 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |