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 | $42,170 | $102,604-58.9% | $86,188-51.1% | $139,434-69.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 1922.51%-1907.7pp | 1168.45%-1153.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $6,051 | $3,032+99.6% | $2,380+154.2% | $4,751+27.4% |
| Participant deferral / active EE | $6,051 | $4,676+29.4% | $3,985+51.8% | $6,710-9.8% |
| Admin fee / account holder | $1,064 | $8,657-87.7% | $6,852-84.5% | $11,403-90.7% |