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 | $33,504 | $185,822-82.0% | $169,993-80.3% | $139,434-76.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.88% | 60.50%-46.6pp | 53.37%-39.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $11,643 | $7,590+53.4% | $6,785+71.6% | $4,751+145.1% |
| Participant deferral / active EE | $12,835 | $11,622+10.4% | $10,408+23.3% | $6,710+91.3% |
| Admin fee / account holder | $20,336 | $15,381+32.2% | $12,815+58.7% | $11,403+78.3% |