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 | $233,555 | $150,440+55.2% | $136,294+71.4% | $147,584+58.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.19% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $8,095 | $5,256+54.0% | $4,695+72.4% | $4,876+66.0% |
| Participant deferral / active EE | $5,011 | $6,630-24.4% | $6,247-19.8% | $5,439-7.9% |
| Admin fee / account holder | $3,975 | $10,905-63.6% | $9,243-57.0% | $10,885-63.5% |