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 | $6,513 | $30,400-78.6% | $53,898-87.9% | $84,808-92.3% |
| Participation rate | 76.1% | 46.4%+29.6pp | 55.0%+21.1pp | 68.3%+7.8pp |
| Annual return | 21.12% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,192 | $603+97.7% | $932+27.8% | $2,631-54.7% |
| Participant deferral / active EE | $1,774 | $1,199+48.0% | $1,826-2.8% | $4,212-57.9% |
| Admin fee / account holder | $388 | $1,993-80.5% | $2,491-84.4% | $7,344-94.7% |