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 | $28,480 | $109,817-74.1% | $98,442-71.1% | $167,490-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.45% | 1956.69%-1941.2pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,065 | $3,224-35.9% | $2,960-30.2% | $4,837-57.3% |
| Participant deferral / active EE | $3,243 | $4,673-30.6% | $4,276-24.2% | $6,341-48.9% |
| Admin fee / account holder | $346 | $6,753-94.9% | $5,949-94.2% | $12,309-97.2% |