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 5-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 | $36,989 | $102,317-63.8% | $146,958-74.8% | $80,856-54.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 17.37% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,352 | $3,713+17.2% | $4,933-11.8% | $2,755+58.0% |
| Participant deferral / active EE | $8,706 | $6,644+31.0% | $8,070+7.9% | $4,296+102.7% |
| Admin fee / account holder | $3,997 | $7,941-49.7% | $12,998-69.3% | $6,918-42.2% |