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 | $60,785 | $202,318-70.0% | $172,739-64.8% | $152,861-60.2% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 24.22% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,517 | $5,856-74.1% | $5,143-70.5% | $4,762-68.2% |
| Participant deferral / active EE | $2,851 | $5,948-52.1% | $5,198-45.1% | $5,850-51.3% |
| Admin fee / account holder | $542 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |