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 | $163,857 | $150,440+8.9% | $136,294+20.2% | $147,584+11.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 20.31% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $3,038 | $5,256-42.2% | $4,695-35.3% | $4,876-37.7% |
| Participant deferral / active EE | $5,245 | $6,630-20.9% | $6,247-16.0% | $5,439-3.6% |
| Admin fee / account holder | $1,272 | $10,905-88.3% | $9,243-86.2% | $10,885-88.3% |