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 | $40,821 | $232,540-82.4% | $185,117-77.9% | $147,584-72.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.06% | 43.03%-27.0pp | 40.50%-24.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,190 | $5,195-77.1% | $4,182-71.5% | $4,876-75.6% |
| Participant deferral / active EE | $3,913 | $5,834-32.9% | $5,045-22.4% | $5,439-28.0% |
| Admin fee / account holder | $1,275 | $10,275-87.6% | $8,159-84.4% | $10,885-88.3% |