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 | $59,814 | $150,440-60.2% | $136,294-56.1% | $147,584-59.5% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 15.64% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,762 | $5,256-47.4% | $4,695-41.2% | $4,876-43.4% |
| Participant deferral / active EE | $6,294 | $6,630-5.1% | $6,247+0.8% | $5,439+15.7% |
| Admin fee / account holder | $3,175 | $10,905-70.9% | $9,243-65.7% | $10,885-70.8% |