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 | $87,005 | $102,604-15.2% | $86,188+0.9% | $139,434-37.6% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 21.11% | 1922.51%-1901.4pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,790 | $3,032-41.0% | $2,380-24.8% | $4,751-62.3% |
| Participant deferral / active EE | $3,129 | $4,676-33.1% | $3,985-21.5% | $6,710-53.4% |
| Admin fee / account holder | $737 | $8,657-91.5% | $6,852-89.2% | $11,403-93.5% |