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 | $26,225 | $57,281-54.2% | $86,612-69.7% | $75,163-65.1% |
| Participation rate | 70.2% | 63.2%+7.0pp | 71.7%-1.5pp | 67.2%+3.0pp |
| Annual return | 14.65% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,851 | $2,314-20.0% | $3,022-38.8% | $2,670-30.7% |
| Participant deferral / active EE | $3,719 | $3,318+12.1% | $4,438-16.2% | $4,125-9.8% |
| Admin fee / account holder | $10,405 | $4,112+153.1% | $5,614+85.3% | $5,651+84.1% |