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 | $57,849 | $171,865-66.3% | $149,718-61.4% | $147,584-60.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.29% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $10,155 | $6,275+61.8% | $5,445+86.5% | $4,876+108.3% |
| Participant deferral / active EE | $10,008 | $7,271+37.7% | $6,569+52.4% | $5,439+84.0% |
| Admin fee / account holder | $14,825 | $13,799+7.4% | $11,283+31.4% | $10,885+36.2% |