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 | $30,751 | $48,570-36.7% | $130,648-76.5% | $72,985-57.9% |
| Participation rate | 83.3% | 58.6%+24.8pp | 71.7%+11.6pp | 69.5%+13.8pp |
| Annual return | 26.58% | 38.63%-12.0pp | 1708.96%-1682.4pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,740 | $1,334+105.4% | $4,092-33.0% | $2,440+12.3% |
| Participant deferral / active EE | $3,881 | $2,384+62.8% | $3,603+7.7% | $3,607+7.6% |
| Admin fee / account holder | $3,085 | $3,549-13.1% | $5,464-43.5% | $5,124-39.8% |