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 5-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 | $16,201 | $92,703-82.5% | $82,719-80.4% | $134,475-88.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 76.26% | 944.92%-868.7pp | 701.18%-624.9pp | 417.96%-341.7pp |
| Employer contribution / active EE | $2,085 | $3,274-36.3% | $3,009-30.7% | $4,740-56.0% |
| Participant deferral / active EE | $6,640 | $4,802+38.3% | $4,395+51.1% | $6,400+3.8% |
| Admin fee / account holder | $10,211 | $5,983+70.7% | $5,329+91.6% | $11,426-10.6% |