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 10-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 | $31,889 | $99,020-67.8% | $86,590-63.2% | $147,584-78.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.87% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $4,286 | $3,132+36.8% | $2,839+50.9% | $4,876-12.1% |
| Participant deferral / active EE | $6,739 | $3,972+69.7% | $3,609+86.7% | $5,439+23.9% |
| Admin fee / account holder | $41,124 | $5,710+620.2% | $4,906+738.3% | $10,885+277.8% |