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 | $20,149 | $76,738-73.7% | $56,411-64.3% | $145,922-86.2% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 6.51% | 2994.23%-2987.7pp | 1701.33%-1694.8pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,489 | $1,380+7.9% | $1,039+43.4% | $4,660-68.0% |
| Participant deferral / active EE | $493 | $2,623-81.2% | $1,952-74.7% | $6,688-92.6% |
| Admin fee / account holder | $1,067 | $3,334-68.0% | $2,829-62.3% | $13,397-92.0% |