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 | $50,792 | $102,966-50.7% | $90,281-43.7% | $152,861-66.8% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.4%+3.9pp |
| Annual return | 23.45% | 95.16%-71.7pp | 78.10%-54.6pp | 345.32%-321.9pp |
| Employer contribution / active EE | $4,028 | $3,139+28.3% | $2,854+41.1% | $4,762-15.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,977 | $6,171-3.1% | $5,351+11.7% | $11,596-48.5% |