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 5-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 | $164,952 | $124,281+32.7% | $109,143+51.1% | $167,490-1.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 135.86% | 26.04%+109.8pp | 25.75%+110.1pp | 478.56%-342.7pp |
| Employer contribution / active EE | $34,065 | $4,207+709.6% | $3,722+815.2% | $4,837+604.2% |
| Participant deferral / active EE | $14,504 | $5,255+176.0% | $4,653+211.7% | $6,341+128.7% |
| Admin fee / account holder | $1,394 | $7,970-82.5% | $6,752-79.4% | $12,309-88.7% |