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 | $22,317 | $175,202-87.3% | $149,673-85.1% | $139,434-84.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 184.40% | 166.71%+17.7pp | 134.42%+50.0pp | 372.94%-188.5pp |
| Employer contribution / active EE | $1,746 | $5,474-68.1% | $4,818-63.8% | $4,751-63.3% |
| Participant deferral / active EE | $4,547 | $6,519-30.2% | $5,680-19.9% | $6,710-32.2% |
| Admin fee / account holder | $550 | $16,150-96.6% | $13,210-95.8% | $11,403-95.2% |