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 | $80,739 | $144,119-44.0% | $117,854-31.5% | $147,584-45.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 2569.24% | 531.15%+2038.1pp | 335.08%+2234.2pp | 578.55%+1990.7pp |
| Employer contribution / active EE | $1,771 | $4,896-63.8% | $3,786-53.2% | $4,876-63.7% |
| Participant deferral / active EE | $4,703 | $5,316-11.5% | $4,482+4.9% | $5,439-13.5% |
| Admin fee / account holder | $716 | $10,886-93.4% | $8,020-91.1% | $10,885-93.4% |