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 5-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 | $13,322 | $72,400-81.6% | $67,502-80.3% | $145,922-90.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.37% | 7182.46%-7168.1pp | 3512.12%-3497.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,753 | $3,069-10.3% | $2,731+0.8% | $4,660-40.9% |
| Participant deferral / active EE | $5,639 | $4,783+17.9% | $4,000+41.0% | $6,688-15.7% |
| Admin fee / account holder | $1,142 | $5,539-79.4% | $3,998-71.4% | $13,397-91.5% |