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 | $33,982 | $115,770-70.6% | $101,248-66.4% | $158,922-78.6% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 13.38% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $7,183 | $4,175+72.1% | $3,660+96.3% | $4,761+50.9% |
| Participant deferral / active EE | $2,198 | $4,957-55.7% | $4,370-49.7% | $5,982-63.3% |
| Admin fee / account holder | $2,390 | $7,245-67.0% | $5,945-59.8% | $11,246-78.7% |