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 | $39,331 | $106,890-63.2% | $84,015-53.2% | $152,861-74.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 25.35% | 104.99%-79.6pp | 71.31%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,017 | $2,734-62.8% | $1,983-48.7% | $4,762-78.6% |
| Participant deferral / active EE | $1,638 | $4,011-59.2% | $3,239-49.4% | $5,850-72.0% |
| Admin fee / account holder | $774 | $8,285-90.7% | $6,101-87.3% | $11,596-93.3% |