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 | $34,998 | $118,849-70.6% | $96,562-63.8% | $167,490-79.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 50.49%-34.8pp | 37.78%-22.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,050 | $3,120-2.2% | $2,356+29.4% | $4,837-37.0% |
| Participant deferral / active EE | $2,591 | $4,616-43.9% | $3,849-32.7% | $6,341-59.1% |
| Admin fee / account holder | $5,776 | $8,065-28.4% | $6,181-6.5% | $12,309-53.1% |