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 | $26,751 | $48,230-44.5% | $67,502-60.4% | $80,856-66.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.32% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,081 | $2,020+102.1% | $2,731+49.4% | $2,755+48.1% |
| Participant deferral / active EE | $3,050 | $2,924+4.3% | $4,000-23.7% | $4,296-29.0% |
| Admin fee / account holder | $5,055 | $3,681+37.3% | $3,998+26.5% | $6,918-26.9% |