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 | $34,813 | $105,998-67.2% | $92,233-62.3% | $147,584-76.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.78% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $1,882 | $4,333-56.6% | $3,679-48.9% | $4,876-61.4% |
| Participant deferral / active EE | $2,802 | $4,478-37.4% | $3,897-28.1% | $5,439-48.5% |
| Admin fee / account holder | $5,896 | $6,332-6.9% | $5,194+13.5% | $10,885-45.8% |