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 | $3,322 | $30,400-89.1% | $53,898-93.8% | $84,808-96.1% |
| Participation rate | 75.4% | 46.4%+28.9pp | 55.0%+20.4pp | 68.3%+7.1pp |
| Annual return | 20.81% | 500.19%-479.4pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $471 | $603-21.9% | $932-49.5% | $2,631-82.1% |
| Participant deferral / active EE | $545 | $1,199-54.5% | $1,826-70.1% | $4,212-87.1% |
| Admin fee / account holder | $514 | $1,993-74.2% | $2,491-79.3% | $7,344-93.0% |