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 | $20,809 | $99,020-79.0% | $86,590-76.0% | $147,584-85.9% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 17.25% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,745 | $3,132-12.4% | $2,839-3.3% | $4,876-43.7% |
| Participant deferral / active EE | $5,432 | $3,972+36.7% | $3,609+50.5% | $5,439-0.1% |
| Admin fee / account holder | $1,120 | $5,710-80.4% | $4,906-77.2% | $10,885-89.7% |