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 | $43,413 | $176,662-75.4% | $130,648-66.8% | $152,861-71.6% |
| Participation rate | 91.3% | 79.0%+12.3pp | 71.7%+19.6pp | 82.4%+8.9pp |
| Annual return | 21.28% | 2692.24%-2671.0pp | 1708.96%-1687.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $480 | $5,742-91.6% | $4,092-88.3% | $4,762-89.9% |
| Participant deferral / active EE | $3,313 | $4,361-24.0% | $3,603-8.0% | $5,850-43.4% |
| Admin fee / account holder | $10,903 | $7,133+52.9% | $5,464+99.5% | $11,596-6.0% |