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 | $27,789 | $115,770-76.0% | $101,248-72.6% | $158,922-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.59% | 56.14%-34.6pp | 46.47%-24.9pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,132 | $4,175-48.9% | $3,660-41.7% | $4,761-55.2% |
| Participant deferral / active EE | $5,773 | $4,957+16.5% | $4,370+32.1% | $5,982-3.5% |
| Admin fee / account holder | $557 | $7,245-92.3% | $5,945-90.6% | $11,246-95.0% |