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 | $42,150 | $105,998-60.2% | $92,233-54.3% | $147,584-71.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.83% | 50.05%-25.2pp | 176.28%-151.5pp | 578.55%-553.7pp |
| Employer contribution / active EE | $9,461 | $4,333+118.3% | $3,679+157.1% | $4,876+94.0% |
| Participant deferral / active EE | $12,702 | $4,478+183.7% | $3,897+226.0% | $5,439+133.5% |
| Admin fee / account holder | $652 | $6,332-89.7% | $5,194-87.5% | $10,885-94.0% |