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 | $97,995 | $171,865-43.0% | $149,718-34.5% | $147,584-33.6% |
| Participation rate | 82.4% | 88.2%-5.8pp | 87.1%-4.7pp | 82.8%-0.5pp |
| Annual return | 18.74% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,503 | $6,275-28.2% | $5,445-17.3% | $4,876-7.7% |
| Participant deferral / active EE | $9,236 | $7,271+27.0% | $6,569+40.6% | $5,439+69.8% |
| Admin fee / account holder | $7,644 | $13,799-44.6% | $11,283-32.3% | $10,885-29.8% |