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 8-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 | $55,435 | $102,604-46.0% | $86,188-35.7% | $139,434-60.2% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.0%+8.3pp | 80.3%-3.0pp |
| Annual return | 14.79% | 1922.51%-1907.7pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,617 | $3,032-46.7% | $2,380-32.1% | $4,751-66.0% |
| Participant deferral / active EE | $4,748 | $4,676+1.6% | $3,985+19.1% | $6,710-29.2% |
| Admin fee / account holder | $7,996 | $8,657-7.6% | $6,852+16.7% | $11,403-29.9% |