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 | $128,896 | $150,440-14.3% | $136,294-5.4% | $147,584-12.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.27% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,045 | $5,256-42.1% | $4,695-35.1% | $4,876-37.5% |
| Participant deferral / active EE | $9,756 | $6,630+47.1% | $6,247+56.2% | $5,439+79.4% |
| Admin fee / account holder | $12,763 | $10,905+17.0% | $9,243+38.1% | $10,885+17.3% |