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 | $41,017 | $57,281-28.4% | $86,612-52.6% | $75,163-45.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.00% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $5,050 | $2,314+118.2% | $3,022+67.1% | $2,670+89.2% |
| Participant deferral / active EE | $4,073 | $3,318+22.8% | $4,438-8.2% | $4,125-1.3% |
| Admin fee / account holder | $1,955 | $4,112-52.5% | $5,614-65.2% | $5,651-65.4% |