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 | $33,256 | $202,318-83.6% | $172,739-80.7% | $152,861-78.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 20.13% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,864 | $5,856-51.1% | $5,143-44.3% | $4,762-39.9% |
| Participant deferral / active EE | $8,788 | $5,948+47.7% | $5,198+69.1% | $5,850+50.2% |
| Admin fee / account holder | $3,579 | $17,109-79.1% | $13,954-74.3% | $11,596-69.1% |