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 6-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 | $207,673 | $202,318+2.6% | $172,739+20.2% | $152,861+35.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 38.67% | 1029.65%-991.0pp | 802.84%-764.2pp | 345.32%-306.6pp |
| Employer contribution / active EE | $5,072 | $5,856-13.4% | $5,143-1.4% | $4,762+6.5% |
| Participant deferral / active EE | $5,380 | $5,948-9.5% | $5,198+3.5% | $5,850-8.0% |
| Admin fee / account holder | $2,732 | $17,109-84.0% | $13,954-80.4% | $11,596-76.4% |