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 | $16,199 | $108,642-85.1% | $74,701-78.3% | $152,861-89.4% |
| Participation rate | 80.0% | 65.3%+14.7pp | 54.5%+25.5pp | 82.4%-2.4pp |
| Annual return | 17.77% | 114.06%-96.3pp | 752.92%-735.2pp | 345.32%-327.6pp |
| Employer contribution / active EE | $285 | $1,503-81.0% | $1,084-73.7% | $4,762-94.0% |
| Participant deferral / active EE | $1,902 | $2,712-29.9% | $1,964-3.1% | $5,850-67.5% |
| Admin fee / account holder | $15,911 | $4,902+224.6% | $3,333+377.4% | $11,596+37.2% |