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 | $29,817 | $150,440-80.2% | $136,294-78.1% | $147,584-79.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 28.32% | 1049.08%-1020.8pp | 5155.94%-5127.6pp | 578.55%-550.2pp |
| Employer contribution / active EE | $5,337 | $5,256+1.5% | $4,695+13.7% | $4,876+9.4% |
| Participant deferral / active EE | $5,509 | $6,630-16.9% | $6,247-11.8% | $5,439+1.3% |
| Admin fee / account holder | $976 | $10,905-91.1% | $9,243-89.4% | $10,885-91.0% |