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 | $51,828 | $100,852-48.6% | $90,404-42.7% | $158,922-67.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.80% | 1724.20%-1704.4pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $447 | $3,689-87.9% | $3,262-86.3% | $4,761-90.6% |
| Participant deferral / active EE | $1,587 | $4,348-63.5% | $3,963-60.0% | $5,982-73.5% |
| Admin fee / account holder | $2,080 | $6,501-68.0% | $5,611-62.9% | $11,246-81.5% |