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 | $25,398 | $85,202-70.2% | $172,739-85.3% | $72,985-65.2% |
| Participation rate | 80.3% | 70.1%+10.3pp | 82.6%-2.3pp | 69.5%+10.8pp |
| Annual return | 22.66% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,577 | $3,324-52.6% | $5,143-69.3% | $2,440-35.4% |
| Participant deferral / active EE | $3,071 | $3,260-5.8% | $5,198-40.9% | $3,607-14.9% |
| Admin fee / account holder | $925 | $5,884-84.3% | $13,954-93.4% | $5,124-82.0% |