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 | $29,909 | $54,705-45.3% | $71,209-58.0% | $84,808-64.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.56% | 35.90%-9.3pp | 282.51%-256.0pp | 40.90%-14.3pp |
| Employer contribution / active EE | $3,087 | $2,158+43.1% | $2,721+13.5% | $2,631+17.3% |
| Participant deferral / active EE | $3,358 | $3,030+10.8% | $4,175-19.6% | $4,212-20.3% |
| Admin fee / account holder | $4,742 | $4,863-2.5% | $5,349-11.3% | $7,344-35.4% |