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 | $25,700 | $53,127-51.6% | $86,590-70.3% | $70,131-63.4% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 17.01% | 27.66%-10.7pp | 964.84%-947.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $3,950 | $2,068+91.0% | $2,839+39.1% | $2,342+68.6% |
| Participant deferral / active EE | $4,284 | $2,696+58.9% | $3,609+18.7% | $3,332+28.6% |
| Admin fee / account holder | $5,680 | $3,585+58.4% | $4,906+15.8% | $4,645+22.3% |