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 | $176,279 | $202,318-12.9% | $172,739+2.0% | $152,861+15.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.72% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $4,548 | $5,856-22.3% | $5,143-11.6% | $4,762-4.5% |
| Participant deferral / active EE | $7,452 | $5,948+25.3% | $5,198+43.4% | $5,850+27.4% |
| Admin fee / account holder | $681 | $17,109-96.0% | $13,954-95.1% | $11,596-94.1% |