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 | $28,774 | $88,751-67.6% | $81,812-64.8% | $145,922-80.3% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.08% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,168 | $3,083+2.7% | $2,912+8.8% | $4,660-32.0% |
| Participant deferral / active EE | $3,168 | $4,643-31.8% | $4,319-26.6% | $6,688-52.6% |
| Admin fee / account holder | $4,412 | $8,415-47.6% | $7,386-40.3% | $13,397-67.1% |