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 | $138,045 | $72,400+90.7% | $67,502+104.5% | $145,922-5.4% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 68.95% | 7182.46%-7113.5pp | 3512.12%-3443.2pp | 561.29%-492.3pp |
| Employer contribution / active EE | $6,957 | $3,069+126.7% | $2,731+154.8% | $4,660+49.3% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $357 | $5,539-93.6% | $3,998-91.1% | $13,397-97.3% |