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 | $27,216 | $150,440-81.9% | $136,294-80.0% | $147,584-81.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.89% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,695-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $8,397 | $6,630+26.6% | $6,247+34.4% | $5,439+54.4% |
| Admin fee / account holder | $1,813 | $10,905-83.4% | $9,243-80.4% | $10,885-83.3% |