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 | $44,328 | $99,652-55.5% | $78,778-43.7% | $147,584-70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.51% | 47.28%-33.8pp | 35.62%-22.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,516 | $2,796-45.8% | $1,986-23.7% | $4,876-68.9% |
| Participant deferral / active EE | $3,256 | $3,664-11.1% | $2,958+10.1% | $5,439-40.1% |
| Admin fee / account holder | $633 | $7,155-91.2% | $5,134-87.7% | $10,885-94.2% |