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 | $27,183 | $226,064-88.0% | $182,532-85.1% | $152,861-82.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.99% | 192.51%-169.5pp | 148.54%-125.5pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,080 | $4,978-58.2% | $4,076-49.0% | $4,762-56.3% |
| Participant deferral / active EE | $5,034 | $6,368-20.9% | $5,524-8.9% | $5,850-13.9% |
| Admin fee / account holder | $393 | $10,703-96.3% | $8,592-95.4% | $11,596-96.6% |