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 | $179,284 | $150,440+19.2% | $136,294+31.5% | $147,584+21.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.53% | 1049.08%-1037.6pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $3,522 | $5,256-33.0% | $4,695-25.0% | $4,876-27.8% |
| Participant deferral / active EE | $6,880 | $6,630+3.8% | $6,247+10.1% | $5,439+26.5% |
| Admin fee / account holder | $4,307 | $10,905-60.5% | $9,243-53.4% | $10,885-60.4% |