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 5-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 | $22,107 | $96,635-77.1% | $86,612-74.5% | $139,434-84.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 24.90% | 106.41%-81.5pp | 591.07%-566.2pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,074 | $3,263-36.4% | $3,022-31.4% | $4,751-56.3% |
| Participant deferral / active EE | $7,693 | $4,836+59.1% | $4,438+73.4% | $6,710+14.7% |
| Admin fee / account holder | $319 | $6,408-95.0% | $5,614-94.3% | $11,403-97.2% |