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 8-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 | $54,818 | $102,604-46.6% | $86,188-36.4% | $139,434-60.7% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 21.46% | 1922.51%-1901.1pp | 1168.45%-1147.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,744 | $3,032-9.5% | $2,380+15.3% | $4,751-42.2% |
| Participant deferral / active EE | $4,930 | $4,676+5.4% | $3,985+23.7% | $6,710-26.5% |
| Admin fee / account holder | $354 | $8,657-95.9% | $6,852-94.8% | $11,403-96.9% |