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 9-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 | $15,473 | $57,281-73.0% | $86,612-82.1% | $75,163-79.4% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+30.0pp |
| Annual return | 36.99% | 2670.75%-2633.8pp | 591.07%-554.1pp | 160.62%-123.6pp |
| Employer contribution / active EE | $1,125 | $2,314-51.4% | $3,022-62.8% | $2,670-57.9% |
| Participant deferral / active EE | $7,164 | $3,318+115.9% | $4,438+61.4% | $4,125+73.7% |
| Admin fee / account holder | $3,749 | $4,112-8.8% | $5,614-33.2% | $5,651-33.7% |