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 | $41,367 | $96,484-57.1% | $75,886-45.5% | $152,861-72.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.3%+15.3pp | 82.4%+2.2pp |
| Annual return | 56.18% | 33.98%+22.2pp | 30.76%+25.4pp | 345.32%-289.1pp |
| Employer contribution / active EE | $2,566 | $3,309-22.5% | $2,500+2.6% | $4,762-46.1% |
| Participant deferral / active EE | $4,805 | $4,553+5.5% | $3,603+33.4% | $5,850-17.9% |
| Admin fee / account holder | $1,662 | $8,078-79.4% | $5,418-69.3% | $11,596-85.7% |