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 | $168,997 | $150,440+12.3% | $136,294+24.0% | $147,584+14.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.06% | 1049.08%-1034.0pp | 5155.94%-5140.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,870 | $5,256-45.4% | $4,695-38.9% | $4,876-41.1% |
| Participant deferral / active EE | $7,182 | $6,630+8.3% | $6,247+15.0% | $5,439+32.1% |
| Admin fee / account holder | $33,414 | $10,905+206.4% | $9,243+261.5% | $10,885+207.0% |