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 | $73,265 | $150,440-51.3% | $136,294-46.2% | $147,584-50.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.29% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,082 | $5,256-41.4% | $4,695-34.4% | $4,876-36.8% |
| Participant deferral / active EE | $8,215 | $6,630+23.9% | $6,247+31.5% | $5,439+51.1% |
| Admin fee / account holder | $12,195 | $10,905+11.8% | $9,243+31.9% | $10,885+12.0% |