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 | $117,512 | $150,440-21.9% | $136,294-13.8% | $147,584-20.4% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 12.89% | 1049.08%-1036.2pp | 5155.94%-5143.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,212 | $5,256-57.9% | $4,695-52.9% | $4,876-54.6% |
| Participant deferral / active EE | $6,567 | $6,630-1.0% | $6,247+5.1% | $5,439+20.8% |
| Admin fee / account holder | $10,113 | $10,905-7.3% | $9,243+9.4% | $10,885-7.1% |