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 9-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 | $31,989 | $114,047-72.0% | $96,139-66.7% | $167,490-80.9% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 15.82% | 189.88%-174.1pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,638 | $3,427-23.0% | $2,797-5.7% | $4,837-45.5% |
| Participant deferral / active EE | $5,129 | $5,194-1.2% | $4,349+17.9% | $6,341-19.1% |
| Admin fee / account holder | $2,709 | $6,897-60.7% | $5,537-51.1% | $12,309-78.0% |