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 | $25,442 | $185,200-86.3% | $142,863-82.2% | $167,490-84.8% |
| Participation rate | 95.0% | 78.4%+16.6pp | 71.9%+23.1pp | 82.1%+12.9pp |
| Annual return | 27.40% | 8555.70%-8528.3pp | 5637.54%-5610.1pp | 478.56%-451.2pp |
| Employer contribution / active EE | $1,780 | $5,604-68.2% | $4,144-57.1% | $4,837-63.2% |
| Participant deferral / active EE | $1,466 | $4,494-67.4% | $3,837-61.8% | $6,341-76.9% |
| Admin fee / account holder | $10,967 | $8,031+36.6% | $6,560+67.2% | $12,309-10.9% |