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 7-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 | $31,171 | $102,317-69.5% | $146,958-78.8% | $80,856-61.4% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.2%-5.3pp | 67.6%+9.2pp |
| Annual return | 14.00% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $6,034 | $3,713+62.5% | $4,933+22.3% | $2,755+119.0% |
| Participant deferral / active EE | $5,843 | $6,644-12.1% | $8,070-27.6% | $4,296+36.0% |
| Admin fee / account holder | $12,912 | $7,941+62.6% | $12,998-0.7% | $6,918+86.6% |