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 | $50,864 | $150,440-66.2% | $136,294-62.7% | $147,584-65.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 16.27% | 1049.08%-1032.8pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $896 | $5,256-82.9% | $4,695-80.9% | $4,876-81.6% |
| Participant deferral / active EE | $3,806 | $6,630-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $808 | $10,905-92.6% | $9,243-91.3% | $10,885-92.6% |