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 | $10,712 | $109,817-90.2% | $98,442-89.1% | $167,490-93.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 54.41% | 1956.69%-1902.3pp | 1492.73%-1438.3pp | 478.56%-424.2pp |
| Employer contribution / active EE | $1,509 | $3,224-53.2% | $2,960-49.0% | $4,837-68.8% |
| Participant deferral / active EE | $2,440 | $4,673-47.8% | $4,276-42.9% | $6,341-61.5% |
| Admin fee / account holder | $1,539 | $6,753-77.2% | $5,949-74.1% | $12,309-87.5% |