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 7-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 | $36,608 | $109,327-66.5% | $89,391-59.0% | $158,922-77.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 95.43% | 345.68%-250.2pp | 245.62%-150.2pp | 302.83%-207.4pp |
| Employer contribution / active EE | $3,942 | $3,170+24.4% | $2,586+52.4% | $4,761-17.2% |
| Participant deferral / active EE | $6,380 | $4,598+38.7% | $3,890+64.0% | $5,982+6.7% |
| Admin fee / account holder | $534 | $6,153-91.3% | $4,881-89.1% | $11,246-95.3% |