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 | $38,236 | $49,173-22.2% | $121,098-68.4% | $75,163-49.1% |
| Participation rate | 83.3% | 55.4%+27.9pp | 69.5%+13.8pp | 67.2%+16.1pp |
| Annual return | 15.62% | 55.99%-40.4pp | 985.75%-970.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $544 | $1,546-64.8% | $4,164-86.9% | $2,670-79.6% |
| Participant deferral / active EE | $3,625 | $2,628+38.0% | $4,080-11.1% | $4,125-12.1% |
| Admin fee / account holder | $492 | $3,942-87.5% | $5,644-91.3% | $5,651-91.3% |