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 | $24,448 | $124,319-80.3% | $111,297-78.0% | $167,490-85.4% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 12.57% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,444 | $3,435-28.9% | $2,731-10.5% | $4,837-49.5% |
| Participant deferral / active EE | $4,787 | $5,180-7.6% | $4,487+6.7% | $6,341-24.5% |
| Admin fee / account holder | $8,633 | $10,618-18.7% | $7,964+8.4% | $12,309-29.9% |