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 | $97,203 | $171,865-43.4% | $149,718-35.1% | $147,584-34.1% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 10.89% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $2,970 | $6,275-52.7% | $5,445-45.5% | $4,876-39.1% |
| Participant deferral / active EE | $3,942 | $7,271-45.8% | $6,569-40.0% | $5,439-27.5% |
| Admin fee / account holder | $4,654 | $13,799-66.3% | $11,283-58.7% | $10,885-57.2% |