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 | $40,229 | $45,152-10.9% | $73,843-45.5% | $59,632-32.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.12% | 27.40%-25.3pp | 2267.84%-2265.7pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $4,052 | $1,902+113.1% | $2,787+45.4% | $2,203+84.0% |
| Participant deferral / active EE | $4,851 | $2,574+88.5% | $3,583+35.4% | $3,192+52.0% |
| Admin fee / account holder | $4,849 | $3,516+37.9% | $4,880-0.6% | $4,297+12.9% |