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 | $49,695 | $100,852-50.7% | $90,404-45.0% | $158,922-68.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 9.29% | 1724.20%-1714.9pp | 1293.02%-1283.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $849 | $3,689-77.0% | $3,262-74.0% | $4,761-82.2% |
| Participant deferral / active EE | $1,170 | $4,348-73.1% | $3,963-70.5% | $5,982-80.4% |
| Admin fee / account holder | $5,025 | $6,501-22.7% | $5,611-10.4% | $11,246-55.3% |