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 | $167,536 | $83,902+99.7% | $167,5120% | $84,808+97.5% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.1%+12.9pp | 68.3%+21.7pp |
| Annual return | 26.94% | 91.55%-64.6pp | 1615.79%-1588.9pp | 40.90%-14.0pp |
| Employer contribution / active EE | $8,150 | $2,264+260.0% | $3,882+110.0% | $2,631+209.8% |
| Participant deferral / active EE | $19,461 | $4,442+338.1% | $6,405+203.9% | $4,212+362.1% |
| Admin fee / account holder | $18,291 | $7,915+131.1% | $9,769+87.2% | $7,344+149.1% |