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 | $35,377 | $109,817-67.8% | $98,442-64.1% | $167,490-78.9% |
| Participation rate | 78.9% | 75.8%+3.1pp | 73.3%+5.6pp | 82.1%-3.2pp |
| Annual return | 11.35% | 1956.69%-1945.3pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $290 | $3,224-91.0% | $2,960-90.2% | $4,837-94.0% |
| Participant deferral / active EE | $1,791 | $4,673-61.7% | $4,276-58.1% | $6,341-71.8% |
| Admin fee / account holder | $4,698 | $6,753-30.4% | $5,949-21.0% | $12,309-61.8% |