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 | $38,825 | $105,998-63.4% | $92,233-57.9% | $147,584-73.7% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 15.13% | 50.05%-34.9pp | 176.28%-161.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,047 | $4,333-52.8% | $3,679-44.4% | $4,876-58.0% |
| Participant deferral / active EE | $3,511 | $4,478-21.6% | $3,897-9.9% | $5,439-35.4% |
| Admin fee / account holder | $4,234 | $6,332-33.1% | $5,194-18.5% | $10,885-61.1% |