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 | $31,996 | $217,402-85.3% | $185,823-82.8% | $167,490-80.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.81% | 148.36%-133.6pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,757 | $5,873-70.1% | $5,167-66.0% | $4,837-63.7% |
| Participant deferral / active EE | $7,728 | $6,356+21.6% | $5,568+38.8% | $6,341+21.9% |
| Admin fee / account holder | $3,464 | $19,811-82.5% | $16,237-78.7% | $12,309-71.9% |