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 | $146,243 | $159,901-8.5% | $146,958-0.5% | $145,922+0.2% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 16.89% | 98.13%-81.2pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,877 | $5,286-26.7% | $4,933-21.4% | $4,660-16.8% |
| Participant deferral / active EE | $7,473 | $8,428-11.3% | $8,070-7.4% | $6,688+11.7% |
| Admin fee / account holder | $3,468 | $15,044-76.9% | $12,998-73.3% | $13,397-74.1% |