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 4-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 | $36,097 | $88,751-59.3% | $81,812-55.9% | $145,922-75.3% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 84.13% | 1025.40%-941.3pp | 773.79%-689.7pp | 561.29%-477.2pp |
| Employer contribution / active EE | $1,887 | $3,083-38.8% | $2,912-35.2% | $4,660-59.5% |
| Participant deferral / active EE | $3,968 | $4,643-14.5% | $4,319-8.1% | $6,688-40.7% |
| Admin fee / account holder | $695 | $8,415-91.7% | $7,386-90.6% | $13,397-94.8% |