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 | $216,958 | $202,318+7.2% | $172,739+25.6% | $152,861+41.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.98% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,029 | $5,856-14.1% | $5,143-2.2% | $4,762+5.6% |
| Participant deferral / active EE | $6,611 | $5,948+11.1% | $5,198+27.2% | $5,850+13.0% |
| Admin fee / account holder | $1,027 | $17,109-94.0% | $13,954-92.6% | $11,596-91.1% |