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 | $7,040 | $88,751-92.1% | $81,812-91.4% | $145,922-95.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.50% | 1025.40%-999.9pp | 773.79%-748.3pp | 561.29%-535.8pp |
| Employer contribution / active EE | $2,869 | $3,083-6.9% | $2,912-1.5% | $4,660-38.4% |
| Participant deferral / active EE | $3,740 | $4,643-19.4% | $4,319-13.4% | $6,688-44.1% |
| Admin fee / account holder | $310 | $8,415-96.3% | $7,386-95.8% | $13,397-97.7% |