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 | $21,236 | $65,409-67.5% | $98,442-78.4% | $85,850-75.3% |
| Participation rate | 88.6% | 65.0%+23.6pp | 73.3%+15.3pp | 69.3%+19.3pp |
| Annual return | 15.50% | 21.76%-6.3pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $974 | $2,168-55.1% | $2,960-67.1% | $2,565-62.0% |
| Participant deferral / active EE | $2,266 | $3,166-28.4% | $4,276-47.0% | $3,952-42.7% |
| Admin fee / account holder | $861 | $4,593-81.3% | $5,949-85.5% | $6,260-86.2% |