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 | $31,284 | $70,756-55.8% | $65,493-52.2% | $142,382-78.0% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 15.91% | 1754.89%-1739.0pp | 982.45%-966.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,022 | $2,881+143.8% | $2,574+172.8% | $4,299+63.3% |
| Participant deferral / active EE | $9,750 | $4,637+110.2% | $3,961+146.1% | $6,507+49.8% |
| Admin fee / account holder | $4,640 | $6,559-29.3% | $5,028-7.7% | $12,624-63.2% |