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 | $3,556 | $76,738-95.4% | $56,411-93.7% | $145,922-97.6% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.4pp | 80.3%+1.5pp |
| Annual return | 16.38% | 2994.23%-2977.8pp | 1701.33%-1684.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $952 | $1,380-31.0% | $1,039-8.3% | $4,660-79.6% |
| Participant deferral / active EE | $1,488 | $2,623-43.3% | $1,952-23.8% | $6,688-77.8% |
| Admin fee / account holder | $384 | $3,334-88.5% | $2,829-86.4% | $13,397-97.1% |