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 | $187,017 | $202,318-7.6% | $172,739+8.3% | $152,861+22.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 22.16% | 1029.65%-1007.5pp | 802.84%-780.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $5,726 | $5,856-2.2% | $5,143+11.3% | $4,762+20.2% |
| Participant deferral / active EE | $5,947 | $5,9480% | $5,198+14.4% | $5,850+1.6% |
| Admin fee / account holder | $3,428 | $17,109-80.0% | $13,954-75.4% | $11,596-70.4% |