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 | $42,207 | $106,890-60.5% | $84,015-49.8% | $152,861-72.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 27.89% | 104.99%-77.1pp | 71.31%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,920 | $2,734+6.8% | $1,983+47.2% | $4,762-38.7% |
| Participant deferral / active EE | $5,913 | $4,011+47.4% | $3,239+82.6% | $5,850+1.1% |
| Admin fee / account holder | $524 | $8,285-93.7% | $6,101-91.4% | $11,596-95.5% |