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 | $145,828 | $100,852+44.6% | $90,404+61.3% | $158,922-8.2% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 13.42% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,894 | $3,689-21.5% | $3,262-11.3% | $4,761-39.2% |
| Participant deferral / active EE | $11,128 | $4,348+155.9% | $3,963+180.8% | $5,982+86.0% |
| Admin fee / account holder | $1,064 | $6,501-83.6% | $5,611-81.0% | $11,246-90.5% |