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 | $26,683 | $228,332-88.3% | $185,823-85.6% | $158,922-83.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 34.43% | 40.80%-6.4pp | 35.95%-1.5pp | 302.83%-268.4pp |
| Employer contribution / active EE | $1,842 | $4,967-62.9% | $4,087-54.9% | $4,761-61.3% |
| Participant deferral / active EE | $6,189 | $6,415-3.5% | $5,632+9.9% | $5,982+3.5% |
| Admin fee / account holder | $8,965 | $11,864-24.4% | $9,500-5.6% | $11,246-20.3% |