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 | $32,098 | $57,281-44.0% | $86,612-62.9% | $75,163-57.3% |
| Participation rate | 91.4% | 63.2%+28.2pp | 71.7%+19.7pp | 67.2%+24.2pp |
| Annual return | 15.90% | 2670.75%-2654.8pp | 591.07%-575.2pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,000 | $2,314-13.6% | $3,022-33.8% | $2,670-25.1% |
| Participant deferral / active EE | $2,888 | $3,318-12.9% | $4,438-34.9% | $4,125-30.0% |
| Admin fee / account holder | $4,507 | $4,112+9.6% | $5,614-19.7% | $5,651-20.2% |