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 | $183,010 | $183,963-0.5% | $162,163+12.9% | $152,861+19.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.00% | 150.76%-116.8pp | 115.59%-81.6pp | 345.32%-311.3pp |
| Employer contribution / active EE | $11,903 | $6,371+86.8% | $5,614+112.0% | $4,762+149.9% |
| Participant deferral / active EE | $12,129 | $8,034+51.0% | $7,298+66.2% | $5,850+107.3% |
| Admin fee / account holder | $2,099 | $13,121-84.0% | $10,843-80.6% | $11,596-81.9% |