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 9-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 | $240,497 | $171,865+39.9% | $149,718+60.6% | $147,584+63.0% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 19.88% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $13,012 | $6,275+107.4% | $5,445+139.0% | $4,876+166.8% |
| Participant deferral / active EE | $8,314 | $7,271+14.3% | $6,569+26.6% | $5,439+52.9% |
| Admin fee / account holder | $26,874 | $13,799+94.7% | $11,283+138.2% | $10,885+146.9% |