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 | $28,728 | $157,256-81.7% | $141,162-79.6% | $152,861-81.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 125.59% | 64.32%+61.3pp | 71.39%+54.2pp | 345.32%-219.7pp |
| Employer contribution / active EE | $5,251 | $5,261-0.2% | $4,735+10.9% | $4,762+10.3% |
| Participant deferral / active EE | $6,226 | $7,109-12.4% | $6,709-7.2% | $5,850+6.4% |
| Admin fee / account holder | $491 | $12,120-95.9% | $10,261-95.2% | $11,596-95.8% |