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 | $33,122 | $180,449-81.6% | $154,107-78.5% | $135,375-75.5% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 118.00% | 888.09%-770.1pp | 735.12%-617.1pp | 519.73%-401.7pp |
| Employer contribution / active EE | $1,898 | $6,035-68.5% | $5,298-64.2% | $4,779-60.3% |
| Participant deferral / active EE | $2,852 | $5,806-50.9% | $5,081-43.9% | $5,609-49.1% |
| Admin fee / account holder | $13,881 | $16,143-14.0% | $13,411+3.5% | $10,827+28.2% |