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 | $64,372 | $51,576+24.8% | $129,207-50.2% | $80,856-20.4% |
| Participation rate | 89.7% | 57.0%+32.7pp | 69.6%+20.0pp | 67.6%+22.0pp |
| Annual return | 152.49% | 20.81%+131.7pp | 9417.33%-9264.8pp | 35.59%+116.9pp |
| Employer contribution / active EE | $2,838 | $1,584+79.2% | $4,153-31.7% | $2,755+3.0% |
| Participant deferral / active EE | $3,911 | $2,669+46.6% | $4,168-6.2% | $4,296-9.0% |
| Admin fee / account holder | $7,638 | $4,305+77.4% | $7,715-1.0% | $6,918+10.4% |