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 | $51,443 | $101,317-49.2% | $146,958-65.0% | $74,495-30.9% |
| Participation rate | 72.6% | 75.5%-2.9pp | 82.2%-9.6pp | 67.2%+5.4pp |
| Annual return | 16.60% | 8730.91%-8714.3pp | 418.34%-401.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,444 | $3,810-62.1% | $4,933-70.7% | $2,623-44.9% |
| Participant deferral / active EE | $6,650 | $7,303-8.9% | $8,070-17.6% | $4,346+53.0% |
| Admin fee / account holder | $4,262 | $1,739+145.1% | $12,998-67.2% | $1,942+119.5% |