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 7-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 | $11,967 | $100,852-88.1% | $90,404-86.8% | $158,922-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 45.28% | 1724.20%-1678.9pp | 1293.02%-1247.7pp | 302.83%-257.5pp |
| Employer contribution / active EE | $2,022 | $3,689-45.2% | $3,262-38.0% | $4,761-57.5% |
| Participant deferral / active EE | $10,086 | $4,348+132.0% | $3,963+154.5% | $5,982+68.6% |
| Admin fee / account holder | $8,687 | $6,501+33.6% | $5,611+54.8% | $11,246-22.8% |