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 | $55,133 | $100,852-45.3% | $90,404-39.0% | $158,922-65.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.64% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $8,774 | $3,689+137.9% | $3,262+169.0% | $4,761+84.3% |
| Participant deferral / active EE | $5,975 | $4,348+37.4% | $3,963+50.8% | $5,982-0.1% |
| Admin fee / account holder | $2,467 | $6,501-62.1% | $5,611-56.0% | $11,246-78.1% |