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 | $30,427 | $65,561-53.6% | $86,188-64.7% | $75,163-59.5% |
| Participation rate | 98.8% | 60.5%+38.3pp | 69.0%+29.9pp | 67.2%+31.6pp |
| Annual return | 26.28% | 46.05%-19.8pp | 1168.45%-1142.2pp | 160.62%-134.3pp |
| Employer contribution / active EE | $3,638 | $1,553+134.3% | $2,380+52.9% | $2,670+36.3% |
| Participant deferral / active EE | $7,328 | $3,024+142.4% | $3,985+83.9% | $4,125+77.6% |
| Admin fee / account holder | $1,086 | $5,474-80.2% | $6,852-84.2% | $5,651-80.8% |