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 | $41,622 | $98,750-57.9% | $149,696-72.2% | $79,858-47.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.89% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,373 | $3,216+4.9% | $4,644-27.4% | $2,471+36.5% |
| Participant deferral / active EE | $7,816 | $5,680+37.6% | $6,842+14.2% | $3,740+109.0% |
| Admin fee / account holder | $738 | $6,053-87.8% | $9,309-92.1% | $5,306-86.1% |