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 | $150,694 | $108,919+38.4% | $100,391+50.1% | $145,922+3.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 57.88%-45.6pp | 49.20%-36.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $24,658 | $4,419+458.0% | $3,942+525.6% | $4,660+429.2% |
| Participant deferral / active EE | $30,500 | $8,445+261.2% | $8,082+277.4% | $6,688+356.1% |
| Admin fee / account holder | $1,425 | $9,689-85.3% | $7,899-82.0% | $13,397-89.4% |