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 | $36,803 | $109,327-66.3% | $89,391-58.8% | $158,922-76.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.67% | 345.68%-335.0pp | 245.62%-234.9pp | 302.83%-292.2pp |
| Employer contribution / active EE | $9,539 | $3,170+200.9% | $2,586+268.9% | $4,761+100.4% |
| Participant deferral / active EE | $31,304 | $4,598+580.8% | $3,890+704.8% | $5,982+423.3% |
| Admin fee / account holder | $300,657 | $6,153+4786.4% | $4,881+6059.2% | $11,246+2573.5% |