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 3-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 | $46,348 | $76,738-39.6% | $56,411-17.8% | $145,922-68.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 2994.23%-2968.0pp | 1701.33%-1675.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $3,864 | $1,380+180.0% | $1,039+272.0% | $4,660-17.1% |
| Participant deferral / active EE | $19,344 | $2,623+637.6% | $1,952+891.0% | $6,688+189.2% |
| Admin fee / account holder | $1,435 | $3,334-57.0% | $2,829-49.3% | $13,397-89.3% |