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 | $96,573 | $171,865-43.8% | $149,718-35.5% | $147,584-34.6% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 19.95% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $9,177 | $6,275+46.2% | $5,445+68.5% | $4,876+88.2% |
| Participant deferral / active EE | $8,603 | $7,271+18.3% | $6,569+31.0% | $5,439+58.2% |
| Admin fee / account holder | $9,829 | $13,799-28.8% | $11,283-12.9% | $10,885-9.7% |