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 | $45,425 | $88,751-48.8% | $81,812-44.5% | $145,922-68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.56% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,309 | $3,083-25.1% | $2,912-20.7% | $4,660-50.5% |
| Participant deferral / active EE | $3,521 | $4,643-24.2% | $4,319-18.5% | $6,688-47.4% |
| Admin fee / account holder | $3,313 | $8,415-60.6% | $7,386-55.1% | $13,397-75.3% |