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 | $57,915 | $102,604-43.6% | $86,188-32.8% | $139,434-58.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 12.49% | 1922.51%-1910.0pp | 1168.45%-1156.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,083 | $3,032-64.3% | $2,380-54.5% | $4,751-77.2% |
| Participant deferral / active EE | $3,727 | $4,676-20.3% | $3,985-6.5% | $6,710-44.5% |
| Admin fee / account holder | $861 | $8,657-90.1% | $6,852-87.4% | $11,403-92.5% |