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 9-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 | $23,993 | $100,852-76.2% | $90,404-73.5% | $158,922-84.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.49% | 1724.20%-1697.7pp | 1293.02%-1266.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,827 | $3,689-50.5% | $3,262-44.0% | $4,761-61.6% |
| Participant deferral / active EE | $4,632 | $4,348+6.5% | $3,963+16.9% | $5,982-22.6% |
| Admin fee / account holder | $553 | $6,501-91.5% | $5,611-90.1% | $11,246-95.1% |