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 | $133,782 | $150,440-11.1% | $136,294-1.8% | $147,584-9.4% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 18.14% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,246 | $5,256-57.3% | $4,695-52.2% | $4,876-54.0% |
| Participant deferral / active EE | $5,939 | $6,630-10.4% | $6,247-4.9% | $5,439+9.2% |
| Admin fee / account holder | $2,008 | $10,905-81.6% | $9,243-78.3% | $10,885-81.5% |