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 | $25,218 | $81,625-69.1% | $58,482-56.9% | $139,434-81.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 7404.20%-7389.2pp | 4239.32%-4224.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,822 | $1,398+30.3% | $1,053+73.0% | $4,751-61.6% |
| Participant deferral / active EE | $4,432 | $2,557+73.4% | $1,924+130.4% | $6,710-34.0% |
| Admin fee / account holder | $608 | $3,265-81.4% | $2,516-75.9% | $11,403-94.7% |