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 4-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 | $2,650 | $81,625-96.8% | $58,482-95.5% | $139,434-98.1% |
| Participation rate | 95.5% | 61.3%+34.1pp | 50.9%+44.6pp | 80.3%+15.1pp |
| Annual return | 15.62% | 7404.20%-7388.6pp | 4239.32%-4223.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $101 | $1,398-92.8% | $1,053-90.4% | $4,751-97.9% |
| Participant deferral / active EE | $1,206 | $2,557-52.8% | $1,924-37.3% | $6,710-82.0% |
| Admin fee / account holder | $351 | $3,265-89.2% | $2,516-86.0% | $11,403-96.9% |