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 | $199,191 | $150,440+32.4% | $136,294+46.1% | $147,584+35.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.54% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $9,925 | $5,256+88.8% | $4,695+111.4% | $4,876+103.5% |
| Participant deferral / active EE | $7,374 | $6,630+11.2% | $6,247+18.0% | $5,439+35.6% |
| Admin fee / account holder | $2,819 | $10,905-74.2% | $9,243-69.5% | $10,885-74.1% |