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 | $52,324 | $70,606-25.9% | $53,898-2.9% | $142,382-63.3% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 18.98% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $441 | $1,202-63.3% | $932-52.7% | $4,299-89.7% |
| Participant deferral / active EE | $2,721 | $2,364+15.1% | $1,826+49.0% | $6,507-58.2% |
| Admin fee / account holder | $2,245 | $2,852-21.3% | $2,491-9.9% | $12,624-82.2% |