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 | $5,784 | $70,756-91.8% | $65,493-91.2% | $142,382-95.9% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 11.38% | 1754.89%-1743.5pp | 982.45%-971.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $669 | $2,881-76.8% | $2,574-74.0% | $4,299-84.4% |
| Participant deferral / active EE | $1,037 | $4,637-77.6% | $3,961-73.8% | $6,507-84.1% |
| Admin fee / account holder | $2,855 | $6,559-56.5% | $5,028-43.2% | $12,624-77.4% |