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 | $36,075 | $169,032-78.7% | $129,207-72.1% | $145,922-75.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.15% | 14330.11%-14308.0pp | 9417.33%-9395.2pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,995 | $5,537-27.8% | $4,153-3.8% | $4,660-14.3% |
| Participant deferral / active EE | $4,003 | $4,987-19.7% | $4,168-4.0% | $6,688-40.1% |
| Admin fee / account holder | $1,468 | $9,954-85.3% | $7,715-81.0% | $13,397-89.0% |