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 | $88,332 | $202,318-56.3% | $172,739-48.9% | $152,861-42.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 22.37% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,002 | $5,856-48.7% | $5,143-41.6% | $4,762-37.0% |
| Participant deferral / active EE | $8,942 | $5,948+50.3% | $5,198+72.0% | $5,850+52.9% |
| Admin fee / account holder | $362 | $17,109-97.9% | $13,954-97.4% | $11,596-96.9% |