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 5-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 | $38,858 | $83,902-53.7% | $167,512-76.8% | $84,808-54.2% |
| Participation rate | 70.6% | 66.5%+4.1pp | 77.1%-6.5pp | 68.3%+2.3pp |
| Annual return | 15.13% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,685 | $2,264+18.6% | $3,882-30.8% | $2,631+2.0% |
| Participant deferral / active EE | $4,294 | $4,442-3.3% | $6,405-33.0% | $4,212+2.0% |
| Admin fee / account holder | $4,558 | $7,915-42.4% | $9,769-53.3% | $7,344-37.9% |