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 | $31,993 | $114,047-71.9% | $96,139-66.7% | $167,490-80.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 68.4%+9.3pp | 82.1%-4.3pp |
| Annual return | 13.19% | 189.88%-176.7pp | 191.94%-178.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $538 | $3,427-84.3% | $2,797-80.8% | $4,837-88.9% |
| Participant deferral / active EE | $1,083 | $5,194-79.1% | $4,349-75.1% | $6,341-82.9% |
| Admin fee / account holder | $34,371 | $6,897+398.4% | $5,537+520.8% | $12,309+179.2% |