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 | $25,260 | $57,281-55.9% | $86,612-70.8% | $75,163-66.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.03% | 2670.75%-2647.7pp | 591.07%-568.0pp | 160.62%-137.6pp |
| Employer contribution / active EE | $2,490 | $2,314+7.6% | $3,022-17.6% | $2,670-6.7% |
| Participant deferral / active EE | $4,686 | $3,318+41.2% | $4,438+5.6% | $4,125+13.6% |
| Admin fee / account holder | $2,461 | $4,112-40.2% | $5,614-56.2% | $5,651-56.5% |