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 | $54,420 | $81,625-33.3% | $58,482-6.9% | $139,434-61.0% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 14.68% | 7404.20%-7389.5pp | 4239.32%-4224.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,755 | $1,398+168.5% | $1,053+256.5% | $4,751-21.0% |
| Participant deferral / active EE | $4,463 | $2,557+74.5% | $1,924+132.0% | $6,710-33.5% |
| Admin fee / account holder | $2,789 | $3,265-14.6% | $2,516+10.8% | $11,403-75.5% |