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 | $183,704 | $150,440+22.1% | $136,294+34.8% | $147,584+24.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.79% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $11,363 | $5,256+116.2% | $4,695+142.0% | $4,876+133.0% |
| Participant deferral / active EE | $8,500 | $6,630+28.2% | $6,247+36.1% | $5,439+56.3% |
| Admin fee / account holder | $3,286 | $10,905-69.9% | $9,243-64.4% | $10,885-69.8% |