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 | $26,480 | $100,852-73.7% | $90,404-70.7% | $158,922-83.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.51% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,418 | $3,689-61.6% | $3,262-56.5% | $4,761-70.2% |
| Participant deferral / active EE | $6,855 | $4,348+57.7% | $3,963+73.0% | $5,982+14.6% |
| Admin fee / account holder | $513 | $6,501-92.1% | $5,611-90.9% | $11,246-95.4% |