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 | $40,388 | $63,346-36.2% | $92,233-56.2% | $70,131-42.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.13% | 530.12%-513.0pp | 176.28%-159.2pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,243 | $2,471-49.7% | $3,679-66.2% | $2,342-46.9% |
| Participant deferral / active EE | $4,047 | $2,854+41.8% | $3,897+3.8% | $3,332+21.5% |
| Admin fee / account holder | $1,378 | $3,840-64.1% | $5,194-73.5% | $4,645-70.3% |