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 | $49,405 | $65,561-24.6% | $86,188-42.7% | $75,163-34.3% |
| Participation rate | 86.4% | 60.5%+25.9pp | 69.0%+17.4pp | 67.2%+19.2pp |
| Annual return | 16.67% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,082 | $1,553-30.3% | $2,380-54.5% | $2,670-59.5% |
| Participant deferral / active EE | $4,613 | $3,024+52.6% | $3,985+15.7% | $4,125+11.8% |
| Admin fee / account holder | $8,250 | $5,474+50.7% | $6,852+20.4% | $5,651+46.0% |