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 7-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 | $21,033 | $100,852-79.1% | $90,404-76.7% | $158,922-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.63% | 1724.20%-1711.6pp | 1293.02%-1280.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,352 | $3,689-9.1% | $3,262+2.8% | $4,761-29.6% |
| Participant deferral / active EE | $9,140 | $4,348+110.2% | $3,963+130.6% | $5,982+52.8% |
| Admin fee / account holder | $477 | $6,501-92.7% | $5,611-91.5% | $11,246-95.8% |