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 | $6,663 | $88,751-92.5% | $81,812-91.9% | $145,922-95.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.91% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,682 | $3,083-45.4% | $2,912-42.2% | $4,660-63.9% |
| Participant deferral / active EE | $3,145 | $4,643-32.3% | $4,319-27.2% | $6,688-53.0% |
| Admin fee / account holder | $3,058 | $8,415-63.7% | $7,386-58.6% | $13,397-77.2% |