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 | $26,532 | $27,915-5.0% | $58,482-54.6% | $75,163-64.7% |
| Participation rate | 92.3% | 38.8%+53.5pp | 50.9%+41.5pp | 67.2%+25.1pp |
| Annual return | 15.08% | 44.20%-29.1pp | 4239.32%-4224.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,156 | $669+72.7% | $1,053+9.7% | $2,670-56.7% |
| Participant deferral / active EE | $1,200 | $1,201-0.1% | $1,924-37.6% | $4,125-70.9% |
| Admin fee / account holder | $545 | $1,726-68.4% | $2,516-78.3% | $5,651-90.3% |