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 | $175,581 | $150,440+16.7% | $136,294+28.8% | $147,584+19.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.27% | 1049.08%-1028.8pp | 5155.94%-5135.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $5,179 | $5,256-1.5% | $4,695+10.3% | $4,876+6.2% |
| Participant deferral / active EE | $10,200 | $6,630+53.8% | $6,247+63.3% | $5,439+87.5% |
| Admin fee / account holder | $8,337 | $10,905-23.5% | $9,243-9.8% | $10,885-23.4% |