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 | $23,444 | $176,662-86.7% | $130,648-82.1% | $152,861-84.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 10.57% | 2692.24%-2681.7pp | 1708.96%-1698.4pp | 345.32%-334.7pp |
| Employer contribution / active EE | $930 | $5,742-83.8% | $4,092-77.3% | $4,762-80.5% |
| Participant deferral / active EE | $10,328 | $4,361+136.8% | $3,603+186.7% | $5,850+76.5% |
| Admin fee / account holder | $410,026 | $7,133+5648.5% | $5,464+7403.5% | $11,596+3435.8% |