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 | $27,269 | $60,124-54.6% | $90,404-69.8% | $79,858-65.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 22.97% | 71.94%-49.0pp | 1293.02%-1270.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,666 | $2,068-19.4% | $3,262-48.9% | $2,471-32.6% |
| Participant deferral / active EE | $4,062 | $2,938+38.3% | $3,963+2.5% | $3,740+8.6% |
| Admin fee / account holder | $598 | $3,976-85.0% | $5,611-89.3% | $5,306-88.7% |