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 | $31,537 | $48,570-35.1% | $130,648-75.9% | $72,985-56.8% |
| Participation rate | 96.8% | 58.6%+38.2pp | 71.7%+25.0pp | 69.5%+27.3pp |
| Annual return | 23.31% | 38.63%-15.3pp | 1708.96%-1685.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,226 | $1,334+141.8% | $4,092-21.2% | $2,440+32.2% |
| Participant deferral / active EE | $3,127 | $2,384+31.2% | $3,603-13.2% | $3,607-13.3% |
| Admin fee / account holder | $1,006 | $3,549-71.7% | $5,464-81.6% | $5,124-80.4% |