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 | $13,589 | $104,106-86.9% | $71,086-80.9% | $135,375-90.0% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | 22.07% | 1256.30%-1234.2pp | 650.59%-628.5pp | 519.73%-497.7pp |
| Employer contribution / active EE | $2,893 | $1,485+94.9% | $1,088+166.0% | $4,779-39.5% |
| Participant deferral / active EE | $3,558 | $2,527+40.8% | $1,874+89.8% | $5,609-36.6% |
| Admin fee / account holder | $27,272 | $4,142+558.5% | $3,082+784.8% | $10,827+151.9% |