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 | $153,311 | $100,852+52.0% | $90,404+69.6% | $158,922-3.5% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.7%+9.9pp | 82.0%+0.7pp |
| Annual return | 14.21% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,580 | $3,689-2.9% | $3,262+9.8% | $4,761-24.8% |
| Participant deferral / active EE | $7,614 | $4,348+75.1% | $3,963+92.1% | $5,982+27.3% |
| Admin fee / account holder | $1,010 | $6,501-84.5% | $5,611-82.0% | $11,246-91.0% |