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 | $20,441 | $82,630-75.3% | $64,105-68.1% | $125,391-83.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 8.78% | 1489.72%-1480.9pp | 791.24%-782.5pp | 282.22%-273.4pp |
| Employer contribution / active EE | $1,364 | $2,671-49.0% | $1,820-25.1% | $4,866-72.0% |
| Participant deferral / active EE | $2,250 | $3,608-37.6% | $2,822-20.3% | $5,352-58.0% |
| Admin fee / account holder | $1,010 | $6,382-84.2% | $4,499-77.5% | $9,540-89.4% |