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 | $32,924 | $100,852-67.4% | $90,404-63.6% | $158,922-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.65% | 1724.20%-1716.6pp | 1293.02%-1285.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $3,042 | $3,689-17.5% | $3,262-6.8% | $4,761-36.1% |
| Participant deferral / active EE | $1,711 | $4,348-60.7% | $3,963-56.8% | $5,982-71.4% |
| Admin fee / account holder | $1,493 | $6,501-77.0% | $5,611-73.4% | $11,246-86.7% |