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 | $4,806 | $88,751-94.6% | $81,812-94.1% | $145,922-96.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.65% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,768 | $3,083-42.7% | $2,912-39.3% | $4,660-62.1% |
| Participant deferral / active EE | $2,147 | $4,643-53.8% | $4,319-50.3% | $6,688-67.9% |
| Admin fee / account holder | $1,156 | $8,415-86.3% | $7,386-84.3% | $13,397-91.4% |