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 | $134,182 | $150,440-10.8% | $136,294-1.5% | $147,584-9.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.31% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,616 | $5,256+44.9% | $4,695+62.2% | $4,876+56.2% |
| Participant deferral / active EE | $9,077 | $6,630+36.9% | $6,247+45.3% | $5,439+66.9% |
| Admin fee / account holder | $9,314 | $10,905-14.6% | $9,243+0.8% | $10,885-14.4% |