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 | $22,387 | $176,662-87.3% | $130,648-82.9% | $152,861-85.4% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 18.50% | 2692.24%-2673.7pp | 1708.96%-1690.5pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $986 | $4,361-77.4% | $3,603-72.6% | $5,850-83.2% |
| Admin fee / account holder | $3,297 | $7,133-53.8% | $5,464-39.7% | $11,596-71.6% |