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 | $26,591 | $90,348-70.6% | $75,972-65.0% | $145,922-81.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.34% | 620.88%-612.5pp | 359.55%-351.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,591 | $3,311-52.0% | $2,685-40.7% | $4,660-65.9% |
| Participant deferral / active EE | $1,364 | $5,162-73.6% | $4,255-68.0% | $6,688-79.6% |
| Admin fee / account holder | $890 | $8,467-89.5% | $6,467-86.2% | $13,397-93.4% |