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 | $29,879 | $58,208-48.7% | $81,812-63.5% | $80,856-63.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.58% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,301 | $2,340+41.1% | $2,912+13.3% | $2,755+19.8% |
| Participant deferral / active EE | $4,048 | $3,281+23.4% | $4,319-6.3% | $4,296-5.8% |
| Admin fee / account holder | $4,231 | $4,981-15.1% | $7,386-42.7% | $6,918-38.8% |