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 4-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 | $21,974 | $88,751-75.2% | $81,812-73.1% | $145,922-84.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.44% | 1025.40%-1014.0pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,084 | $3,083-32.4% | $2,912-28.4% | $4,660-55.3% |
| Participant deferral / active EE | $5,337 | $4,643+14.9% | $4,319+23.6% | $6,688-20.2% |
| Admin fee / account holder | $642 | $8,415-92.4% | $7,386-91.3% | $13,397-95.2% |