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 | $31,900 | $65,561-51.3% | $86,188-63.0% | $75,163-57.6% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.61% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,751 | $1,553+12.8% | $2,380-26.4% | $2,670-34.4% |
| Participant deferral / active EE | $1,516 | $3,024-49.9% | $3,985-62.0% | $4,125-63.2% |
| Admin fee / account holder | $1,582 | $5,474-71.1% | $6,852-76.9% | $5,651-72.0% |