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 | $44,710 | $226,064-80.2% | $182,532-75.5% | $152,861-70.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 571.06% | 192.51%+378.5pp | 148.54%+422.5pp | 345.32%+225.7pp |
| Employer contribution / active EE | $2,803 | $4,978-43.7% | $4,076-31.2% | $4,762-41.1% |
| Participant deferral / active EE | $4,102 | $6,368-35.6% | $5,524-25.7% | $5,850-29.9% |
| Admin fee / account holder | $2,405 | $10,703-77.5% | $8,592-72.0% | $11,596-79.3% |