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 4-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 | $2,297 | $30,400-92.4% | $53,898-95.7% | $84,808-97.3% |
| Participation rate | 76.3% | 46.4%+29.9pp | 55.0%+21.4pp | 68.3%+8.0pp |
| Annual return | 20.07% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $81 | $603-86.5% | $932-91.3% | $2,631-96.9% |
| Participant deferral / active EE | $980 | $1,199-18.3% | $1,826-46.4% | $4,212-76.7% |
| Admin fee / account holder | $449 | $1,993-77.5% | $2,491-82.0% | $7,344-93.9% |