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 | $19,851 | $70,606-71.9% | $53,898-63.2% | $142,382-86.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 95.81% | 619.81%-524.0pp | 528.60%-432.8pp | 217.08%-121.3pp |
| Employer contribution / active EE | $392 | $1,202-67.4% | $932-58.0% | $4,299-90.9% |
| Participant deferral / active EE | $1,567 | $2,364-33.7% | $1,826-14.2% | $6,507-75.9% |
| Admin fee / account holder | $4,763 | $2,852+67.0% | $2,491+91.2% | $12,624-62.3% |