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 | $21,981 | $76,000-71.1% | $154,107-85.7% | $64,186-65.8% |
| Participation rate | 72.2% | 70.4%+1.8pp | 83.0%-10.8pp | 69.6%+2.7pp |
| Annual return | 4.90% | 30.32%-25.4pp | 735.12%-730.2pp | 7.63%-2.7pp |
| Employer contribution / active EE | $1,277 | $3,351-61.9% | $5,298-75.9% | $2,381-46.4% |
| Participant deferral / active EE | $2,362 | $3,175-25.6% | $5,081-53.5% | $3,470-31.9% |
| Admin fee / account holder | $8,034 | $5,596+43.6% | $13,411-40.1% | $4,888+64.4% |