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 | $11,147 | $70,606-84.2% | $53,898-79.3% | $142,382-92.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.94% | 619.81%-598.9pp | 528.60%-507.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,754 | $1,202+45.9% | $932+88.2% | $4,299-59.2% |
| Participant deferral / active EE | $3,199 | $2,364+35.3% | $1,826+75.2% | $6,507-50.8% |
| Admin fee / account holder | $439 | $2,852-84.6% | $2,491-82.4% | $12,624-96.5% |