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 | $55,768 | $202,318-72.4% | $172,739-67.7% | $152,861-63.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 22.83% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,027 | $5,856-65.4% | $5,143-60.6% | $4,762-57.4% |
| Participant deferral / active EE | $6,710 | $5,948+12.8% | $5,198+29.1% | $5,850+14.7% |
| Admin fee / account holder | $2,315 | $17,109-86.5% | $13,954-83.4% | $11,596-80.0% |