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 | $36,798 | $150,440-75.5% | $136,294-73.0% | $147,584-75.1% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 18.23% | 1049.08%-1030.9pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,060 | $5,256-22.7% | $4,695-13.5% | $4,876-16.7% |
| Participant deferral / active EE | $2,809 | $6,630-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $2,829 | $10,905-74.1% | $9,243-69.4% | $10,885-74.0% |