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 | $113,433 | $150,440-24.6% | $136,294-16.8% | $147,584-23.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.12% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,544 | $5,256-32.6% | $4,695-24.5% | $4,876-27.3% |
| Participant deferral / active EE | $5,974 | $6,630-9.9% | $6,247-4.4% | $5,439+9.9% |
| Admin fee / account holder | $2,828 | $10,905-74.1% | $9,243-69.4% | $10,885-74.0% |