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 | $18,673 | $49,922-62.6% | $80,569-76.8% | $75,163-75.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.89% | 34.69%-17.8pp | 935.43%-918.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $7,113 | $1,698+318.9% | $2,723+161.2% | $2,670+166.4% |
| Participant deferral / active EE | $725 | $2,990-75.8% | $4,447-83.7% | $4,125-82.4% |
| Admin fee / account holder | $1,699 | $3,577-52.5% | $5,377-68.4% | $5,651-69.9% |