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 7-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 | $41,170 | $156,846-73.8% | $121,098-66.0% | $139,434-70.5% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.5%+12.3pp | 80.3%+1.5pp |
| Annual return | 24.95% | 1474.56%-1449.6pp | 985.75%-960.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $4,860 | $5,536-12.2% | $4,164+16.7% | $4,751+2.3% |
| Participant deferral / active EE | $7,249 | $4,844+49.6% | $4,080+77.7% | $6,710+8.0% |
| Admin fee / account holder | $1,447 | $6,946-79.2% | $5,644-74.4% | $11,403-87.3% |