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 7-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 | $19,455 | $83,902-76.8% | $167,512-88.4% | $84,808-77.1% |
| Participation rate | 87.3% | 66.5%+20.8pp | 77.1%+10.2pp | 68.3%+19.0pp |
| Annual return | 17.20% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,050 | $2,264+34.7% | $3,882-21.4% | $2,631+15.9% |
| Participant deferral / active EE | $2,477 | $4,442-44.2% | $6,405-61.3% | $4,212-41.2% |
| Admin fee / account holder | $1,030 | $7,915-87.0% | $9,769-89.5% | $7,344-86.0% |