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 | $125,716 | $70,587+78.1% | $124,672+0.8% | $85,850+46.4% |
| Participation rate | 96.8% | 64.4%+32.4pp | 74.6%+22.2pp | 69.3%+27.5pp |
| Annual return | 24.12% | 20688.83%-20664.7pp | 5142.93%-5118.8pp | 318.53%-294.4pp |
| Employer contribution / active EE | $3,856 | $1,913+101.5% | $3,324+16.0% | $2,565+50.3% |
| Participant deferral / active EE | $3,094 | $2,969+4.2% | $4,614-32.9% | $3,952-21.7% |
| Admin fee / account holder | $16,484 | $5,282+212.1% | $7,493+120.0% | $6,260+163.3% |