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 | $141,157 | $105,998+33.2% | $92,233+53.0% | $147,584-4.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.08% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $5,263 | $4,333+21.5% | $3,679+43.0% | $4,876+7.9% |
| Participant deferral / active EE | $4,101 | $4,478-8.4% | $3,897+5.2% | $5,439-24.6% |
| Admin fee / account holder | $17,212 | $6,332+171.8% | $5,194+231.4% | $10,885+58.1% |