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 | $41,689 | $109,817-62.0% | $98,442-57.7% | $167,490-75.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 13.48% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,007 | $3,224-37.8% | $2,960-32.2% | $4,837-58.5% |
| Participant deferral / active EE | $8,986 | $4,673+92.3% | $4,276+110.1% | $6,341+41.7% |
| Admin fee / account holder | $2,080 | $6,753-69.2% | $5,949-65.0% | $12,309-83.1% |