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 | $63,935 | $150,440-57.5% | $136,294-53.1% | $147,584-56.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 18.77% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,009 | $5,256-23.7% | $4,695-14.6% | $4,876-17.8% |
| Participant deferral / active EE | $8,038 | $6,630+21.2% | $6,247+28.7% | $5,439+47.8% |
| Admin fee / account holder | $5,504 | $10,905-49.5% | $9,243-40.5% | $10,885-49.4% |