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 | $31,899 | $209,411-84.8% | $178,490-82.1% | $158,922-79.9% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 9.63% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,260 | $5,706-42.9% | $5,011-34.9% | $4,761-31.5% |
| Participant deferral / active EE | $4,778 | $5,954-19.8% | $5,202-8.1% | $5,982-20.1% |
| Admin fee / account holder | $1,561 | $17,074-90.9% | $13,984-88.8% | $11,246-86.1% |