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 | $34,582 | $88,751-61.0% | $81,812-57.7% | $145,922-76.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 120.62% | 1025.40%-904.8pp | 773.79%-653.2pp | 561.29%-440.7pp |
| Employer contribution / active EE | $2,543 | $3,083-17.5% | $2,912-12.7% | $4,660-45.4% |
| Participant deferral / active EE | $6,276 | $4,643+35.2% | $4,319+45.3% | $6,688-6.2% |
| Admin fee / account holder | $2,157 | $8,415-74.4% | $7,386-70.8% | $13,397-83.9% |