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 | $40,395 | $78,485-48.5% | $106,213-62.0% | $74,495-45.8% |
| Participation rate | 97.4% | 72.8%+24.6pp | 75.3%+22.1pp | 67.2%+30.2pp |
| Annual return | 19.27% | 15.95%+3.3pp | 116.14%-96.9pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $4,420 | $2,523+75.2% | $3,171+39.4% | $2,623+68.5% |
| Participant deferral / active EE | $6,637 | $4,322+53.5% | $5,016+32.3% | $4,346+52.7% |
| Admin fee / account holder | $6,742 | $2,232+202.1% | $11,033-38.9% | $1,942+247.2% |