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 | $24,902 | $150,440-83.4% | $136,294-81.7% | $147,584-83.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 13.32% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,724 | $5,256-67.2% | $4,695-63.3% | $4,876-64.6% |
| Participant deferral / active EE | $5,931 | $6,630-10.5% | $6,247-5.1% | $5,439+9.1% |
| Admin fee / account holder | $25,102 | $10,905+130.2% | $9,243+171.6% | $10,885+130.6% |