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 3-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 | $18,942 | $74,888-74.7% | $71,209-73.4% | $142,382-86.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 21.77% | 345.14%-323.4pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $8,905 | $2,854+212.0% | $2,721+227.3% | $4,299+107.1% |
| Participant deferral / active EE | $6,545 | $4,454+46.9% | $4,175+56.8% | $6,507+0.6% |
| Admin fee / account holder | $872 | $5,568-84.3% | $5,349-83.7% | $12,624-93.1% |