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 | $151,341 | $202,318-25.2% | $172,739-12.4% | $152,861-1.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.56% | 1029.65%-1013.1pp | 802.84%-786.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $6,357 | $5,856+8.6% | $5,143+23.6% | $4,762+33.5% |
| Participant deferral / active EE | $5,750 | $5,948-3.3% | $5,198+10.6% | $5,850-1.7% |
| Admin fee / account holder | $1,551 | $17,109-90.9% | $13,954-88.9% | $11,596-86.6% |