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 | $132,563 | $102,604+29.2% | $86,188+53.8% | $139,434-4.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.53% | 1922.51%-1904.0pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,176 | $3,032-28.3% | $2,380-8.6% | $4,751-54.2% |
| Participant deferral / active EE | $3,073 | $4,676-34.3% | $3,985-22.9% | $6,710-54.2% |
| Admin fee / account holder | $1,124 | $8,657-87.0% | $6,852-83.6% | $11,403-90.1% |