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 | $38,526 | $99,918-61.4% | $81,382-52.7% | $145,922-73.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 10.15% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,295 | $2,978-22.9% | $2,463-6.8% | $4,660-50.7% |
| Participant deferral / active EE | $5,886 | $4,605+27.8% | $3,883+51.6% | $6,688-12.0% |
| Admin fee / account holder | $13,314 | $8,212+62.1% | $5,768+130.8% | $13,397-0.6% |