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 | $37,321 | $150,440-75.2% | $136,294-72.6% | $147,584-74.7% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 17.08% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,135 | $5,256-59.4% | $4,695-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $2,925 | $6,630-55.9% | $6,247-53.2% | $5,439-46.2% |
| Admin fee / account holder | $7,907 | $10,905-27.5% | $9,243-14.5% | $10,885-27.4% |