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 | $73,320 | $98,750-25.8% | $149,696-51.0% | $79,858-8.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.13% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,775 | $3,216-44.8% | $4,644-61.8% | $2,471-28.2% |
| Participant deferral / active EE | $4,222 | $5,680-25.7% | $6,842-38.3% | $3,740+12.9% |
| Admin fee / account holder | $487 | $6,053-91.9% | $9,309-94.8% | $5,306-90.8% |