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 | $66,809 | $85,202-21.6% | $172,739-61.3% | $72,985-8.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.02% | 27.32%-3.3pp | 802.84%-778.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,997 | $3,324-39.9% | $5,143-61.2% | $2,440-18.1% |
| Participant deferral / active EE | $3,862 | $3,260+18.5% | $5,198-25.7% | $3,607+7.1% |
| Admin fee / account holder | $5,038 | $5,884-14.4% | $13,954-63.9% | $5,124-1.7% |