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 | $39,992 | $88,751-54.9% | $81,812-51.1% | $145,922-72.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.08% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,682 | $3,083-13.0% | $2,912-7.9% | $4,660-42.4% |
| Participant deferral / active EE | $3,235 | $4,643-30.3% | $4,319-25.1% | $6,688-51.6% |
| Admin fee / account holder | $22,777 | $8,415+170.7% | $7,386+208.4% | $13,397+70.0% |