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 | $196,020 | $171,865+14.1% | $149,718+30.9% | $147,584+32.8% |
| Participation rate | 76.5% | 88.2%-11.7pp | 87.1%-10.6pp | 82.8%-6.4pp |
| Annual return | 18.65% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,514 | $6,275-12.1% | $5,445+1.3% | $4,876+13.1% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,066 | $13,799+38.2% | $11,283+69.0% | $10,885+75.2% |