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 | $28,915 | $81,625-64.6% | $58,482-50.6% | $139,434-79.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.13% | 7404.20%-7397.1pp | 4239.32%-4232.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,407 | $1,398+0.6% | $1,053+33.6% | $4,751-70.4% |
| Participant deferral / active EE | $2,709 | $2,557+6.0% | $1,924+40.8% | $6,710-59.6% |
| Admin fee / account holder | $18,648 | $3,265+471.1% | $2,516+641.2% | $11,403+63.5% |