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 | $31,533 | $160,055-80.3% | $140,016-77.5% | $135,375-76.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.16% | 911.38%-909.2pp | 651.12%-649.0pp | 519.73%-517.6pp |
| Employer contribution / active EE | $3,166 | $6,420-50.7% | $5,606-43.5% | $4,779-33.8% |
| Participant deferral / active EE | $3,166 | $7,642-58.6% | $6,927-54.3% | $5,609-43.6% |
| Admin fee / account holder | $39,323 | $13,328+195.0% | $10,705+267.3% | $10,827+263.2% |