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 | $84,445 | $202,318-58.3% | $172,739-51.1% | $152,861-44.8% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 20.43% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,698 | $5,856-53.9% | $5,143-47.5% | $4,762-43.3% |
| Participant deferral / active EE | $8,780 | $5,948+47.6% | $5,198+68.9% | $5,850+50.1% |
| Admin fee / account holder | $13,518 | $17,109-21.0% | $13,954-3.1% | $11,596+16.6% |