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 | $5,878 | $70,606-91.7% | $53,898-89.1% | $142,382-95.9% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 18.66% | 619.81%-601.2pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $891 | $1,202-25.8% | $932-4.4% | $4,299-79.3% |
| Participant deferral / active EE | $1,279 | $2,364-45.9% | $1,826-30.0% | $6,507-80.4% |
| Admin fee / account holder | $1,082 | $2,852-62.1% | $2,491-56.6% | $12,624-91.4% |