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 | $23,155 | $72,400-68.0% | $67,502-65.7% | $145,922-84.1% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 14.62% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,981 | $3,069-35.5% | $2,731-27.5% | $4,660-57.5% |
| Participant deferral / active EE | $3,123 | $4,783-34.7% | $4,000-21.9% | $6,688-53.3% |
| Admin fee / account holder | $1,920 | $5,539-65.3% | $3,998-52.0% | $13,397-85.7% |