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 | $13,496 | $102,604-86.8% | $86,188-84.3% | $139,434-90.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 22.60% | 1922.51%-1899.9pp | 1168.45%-1145.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,159 | $3,032-28.8% | $2,380-9.3% | $4,751-54.5% |
| Participant deferral / active EE | $3,484 | $4,676-25.5% | $3,985-12.6% | $6,710-48.1% |
| Admin fee / account holder | $2,364 | $8,657-72.7% | $6,852-65.5% | $11,403-79.3% |