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 | $38,488 | $158,398-75.7% | $126,539-69.6% | $142,382-73.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 17.82% | 593.76%-575.9pp | 425.95%-408.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $806 | $4,650-82.7% | $3,674-78.1% | $4,299-81.3% |
| Participant deferral / active EE | $2,544 | $4,767-46.6% | $4,083-37.7% | $6,507-60.9% |
| Admin fee / account holder | $1,534 | $6,918-77.8% | $6,065-74.7% | $12,624-87.8% |