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 | $36,251 | $102,317-64.6% | $146,958-75.3% | $80,856-55.2% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 13.84% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,569 | $3,713-57.7% | $4,933-68.2% | $2,755-43.0% |
| Participant deferral / active EE | $4,121 | $6,644-38.0% | $8,070-48.9% | $4,296-4.1% |
| Admin fee / account holder | $3,592 | $7,941-54.8% | $12,998-72.4% | $6,918-48.1% |