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 | $43,522 | $99,020-56.0% | $86,590-49.7% | $147,584-70.5% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 19.91% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,913 | $3,132-7.0% | $2,839+2.6% | $4,876-40.3% |
| Participant deferral / active EE | $4,675 | $3,972+17.7% | $3,609+29.5% | $5,439-14.0% |
| Admin fee / account holder | $416 | $5,710-92.7% | $4,906-91.5% | $10,885-96.2% |