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 | $50,126 | $88,751-43.5% | $81,812-38.7% | $145,922-65.6% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.3%+11.9pp | 80.3%+3.9pp |
| Annual return | 12.67% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,498 | $3,083+13.5% | $2,912+20.1% | $4,660-24.9% |
| Participant deferral / active EE | $4,685 | $4,643+0.9% | $4,319+8.5% | $6,688-29.9% |
| Admin fee / account holder | $1,841 | $8,415-78.1% | $7,386-75.1% | $13,397-86.3% |