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 | $58,312 | $135,635-57.0% | $110,238-47.1% | $135,375-56.9% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.8%+6.5pp | 82.6%+3.7pp |
| Annual return | 8.67% | 513.19%-504.5pp | 314.74%-306.1pp | 519.73%-511.1pp |
| Employer contribution / active EE | $2,167 | $4,906-55.8% | $3,826-43.4% | $4,779-54.6% |
| Participant deferral / active EE | $3,806 | $5,506-30.9% | $4,672-18.5% | $5,609-32.1% |
| Admin fee / account holder | $898 | $11,457-92.2% | $8,547-89.5% | $10,827-91.7% |