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 | $195,814 | $150,440+30.2% | $136,294+43.7% | $147,584+32.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.22% | 1049.08%-1027.9pp | 5155.94%-5134.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $3,146 | $5,256-40.2% | $4,695-33.0% | $4,876-35.5% |
| Participant deferral / active EE | $8,065 | $6,630+21.6% | $6,247+29.1% | $5,439+48.3% |
| Admin fee / account holder | $51,221 | $10,905+369.7% | $9,243+454.1% | $10,885+370.6% |