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 6-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 | $32,371 | $88,751-63.5% | $81,812-60.4% | $145,922-77.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 21.45% | 1025.40%-1004.0pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,932 | $3,083-37.3% | $2,912-33.7% | $4,660-58.5% |
| Participant deferral / active EE | $5,775 | $4,643+24.4% | $4,319+33.7% | $6,688-13.7% |
| Admin fee / account holder | $2,643 | $8,415-68.6% | $7,386-64.2% | $13,397-80.3% |