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 | $38,897 | $105,998-63.3% | $92,233-57.8% | $147,584-73.6% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 18.52% | 50.05%-31.5pp | 176.28%-157.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,599 | $4,333-63.1% | $3,679-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $4,329 | $4,478-3.3% | $3,897+11.1% | $5,439-20.4% |
| Admin fee / account holder | $2,305 | $6,332-63.6% | $5,194-55.6% | $10,885-78.8% |