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 | $23,676 | $90,348-73.8% | $75,972-68.8% | $145,922-83.8% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 8.78% | 620.88%-612.1pp | 359.55%-350.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,567 | $3,311+68.1% | $2,685+107.3% | $4,660+19.5% |
| Participant deferral / active EE | $8,343 | $5,162+61.6% | $4,255+96.1% | $6,688+24.8% |
| Admin fee / account holder | $41,253 | $8,467+387.2% | $6,467+537.9% | $13,397+207.9% |