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 | $187,091 | $180,449+3.7% | $154,107+21.4% | $135,375+38.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.32% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,759 | $6,035-70.9% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $6,898 | $5,806+18.8% | $5,081+35.8% | $5,609+23.0% |
| Admin fee / account holder | $1,550 | $16,143-90.4% | $13,411-88.4% | $10,827-85.7% |