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 | $23,230 | $65,409-64.5% | $98,442-76.4% | $85,850-72.9% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 17.49% | 21.76%-4.3pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $834 | $2,168-61.5% | $2,960-71.8% | $2,565-67.5% |
| Participant deferral / active EE | $2,917 | $3,166-7.9% | $4,276-31.8% | $3,952-26.2% |
| Admin fee / account holder | $6,523 | $4,593+42.0% | $5,949+9.6% | $6,260+4.2% |