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 | $156,291 | $150,440+3.9% | $136,294+14.7% | $147,584+5.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.65% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,315 | $5,256-36.9% | $4,695-29.4% | $4,876-32.0% |
| Participant deferral / active EE | $7,282 | $6,630+9.8% | $6,247+16.6% | $5,439+33.9% |
| Admin fee / account holder | $1,490 | $10,905-86.3% | $9,243-83.9% | $10,885-86.3% |