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 | $52,122 | $112,881-53.8% | $90,951-42.7% | $158,922-67.2% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 62.18% | 215.79%-153.6pp | 134.60%-72.4pp | 302.83%-240.6pp |
| Employer contribution / active EE | $2,313 | $2,893-20.1% | $2,122+9.0% | $4,761-51.4% |
| Participant deferral / active EE | $6,579 | $4,128+59.4% | $3,373+95.1% | $5,982+10.0% |
| Admin fee / account holder | $410 | $8,041-94.9% | $5,959-93.1% | $11,246-96.4% |