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 | $133,370 | $171,865-22.4% | $149,718-10.9% | $147,584-9.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.47% | 2113.22%-2097.7pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,172 | $6,275-49.5% | $5,445-41.7% | $4,876-35.0% |
| Participant deferral / active EE | $8,822 | $7,271+21.3% | $6,569+34.3% | $5,439+62.2% |
| Admin fee / account holder | $4,365 | $13,799-68.4% | $11,283-61.3% | $10,885-59.9% |