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 | $33,243 | $158,398-79.0% | $126,539-73.7% | $142,382-76.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.47% | 593.76%-569.3pp | 425.95%-401.5pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,872 | $4,650-38.2% | $3,674-21.8% | $4,299-33.2% |
| Participant deferral / active EE | $5,248 | $4,767+10.1% | $4,083+28.6% | $6,507-19.3% |
| Admin fee / account holder | $1,702 | $6,918-75.4% | $6,065-71.9% | $12,624-86.5% |