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 9-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 | $101,980 | $171,865-40.7% | $149,718-31.9% | $147,584-30.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.80% | 2113.22%-2094.4pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $22,526 | $6,275+259.0% | $5,445+313.7% | $4,876+361.9% |
| Participant deferral / active EE | $4,174 | $7,271-42.6% | $6,569-36.5% | $5,439-23.3% |
| Admin fee / account holder | $6,657 | $13,799-51.8% | $11,283-41.0% | $10,885-38.8% |