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 | $73,766 | $109,817-32.8% | $98,442-25.1% | $167,490-56.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.69% | 1956.69%-1936.0pp | 1492.73%-1472.0pp | 478.56%-457.9pp |
| Employer contribution / active EE | $1,639 | $3,224-49.2% | $2,960-44.6% | $4,837-66.1% |
| Participant deferral / active EE | $3,938 | $4,673-15.7% | $4,276-7.9% | $6,341-37.9% |
| Admin fee / account holder | $1,898 | $6,753-71.9% | $5,949-68.1% | $12,309-84.6% |