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 6-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 | $42,934 | $102,317-58.0% | $146,958-70.8% | $80,856-46.9% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 18.91% | 134.76%-115.9pp | 418.34%-399.4pp | 35.59%-16.7pp |
| Employer contribution / active EE | $4,324 | $3,713+16.5% | $4,933-12.3% | $2,755+57.0% |
| Participant deferral / active EE | $17,740 | $6,644+167.0% | $8,070+119.8% | $4,296+313.0% |
| Admin fee / account holder | $18,039 | $7,941+127.2% | $12,998+38.8% | $6,918+160.8% |