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 | $35,997 | $105,998-66.0% | $92,233-61.0% | $147,584-75.6% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 31.62% | 50.05%-18.4pp | 176.28%-144.7pp | 578.55%-546.9pp |
| Employer contribution / active EE | $2,935 | $4,333-32.3% | $3,679-20.2% | $4,876-39.8% |
| Participant deferral / active EE | $2,266 | $4,478-49.4% | $3,897-41.9% | $5,439-58.3% |
| Admin fee / account holder | $3,750 | $6,332-40.8% | $5,194-27.8% | $10,885-65.6% |