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 | $64,060 | $70,587-9.2% | $124,672-48.6% | $85,850-25.4% |
| Participation rate | 70.8% | 64.4%+6.4pp | 74.6%-3.8pp | 69.3%+1.5pp |
| Annual return | 13.51% | 20688.83%-20675.3pp | 5142.93%-5129.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,142 | $1,913-40.3% | $3,324-65.6% | $2,565-55.5% |
| Participant deferral / active EE | $2,673 | $2,969-9.9% | $4,614-42.1% | $3,952-32.3% |
| Admin fee / account holder | $2,693 | $5,282-49.0% | $7,493-64.1% | $6,260-57.0% |