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 8-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 | $27,068 | $76,738-64.7% | $56,411-52.0% | $145,922-81.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.83% | 2994.23%-2983.4pp | 1701.33%-1690.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,661 | $1,380+165.3% | $1,039+252.5% | $4,660-21.4% |
| Participant deferral / active EE | $2,542 | $2,623-3.1% | $1,952+30.2% | $6,688-62.0% |
| Admin fee / account holder | $383 | $3,334-88.5% | $2,829-86.5% | $13,397-97.1% |