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 9-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 | $16,813 | $100,852-83.3% | $90,404-81.4% | $158,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.65% | 1724.20%-1698.6pp | 1293.02%-1267.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,475 | $3,689-32.9% | $3,262-24.1% | $4,761-48.0% |
| Participant deferral / active EE | $4,465 | $4,348+2.7% | $3,963+12.7% | $5,982-25.4% |
| Admin fee / account holder | $336 | $6,501-94.8% | $5,611-94.0% | $11,246-97.0% |