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 3-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 | $23,091 | $145,922-84.2% | $63,995-63.9% | $145,922-84.2% |
| Participation rate | 87.5% | 80.3%+7.2pp | 68.5%+19.0pp | 80.3%+7.2pp |
| Annual return | 18.97% | 561.29%-542.3pp | 14.87%+4.1pp | 561.29%-542.3pp |
| Employer contribution / active EE | $5,684 | $4,660+22.0% | $2,764+105.6% | $4,660+22.0% |
| Participant deferral / active EE | $12,344 | $6,688+84.6% | $5,480+125.2% | $6,688+84.6% |
| Admin fee / account holder | $931 | $13,397-93.1% | $3,949-76.4% | $13,397-93.1% |