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 7-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 | $18,634 | $202,432-90.8% | $169,368-89.0% | $139,434-86.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.84% | 531.74%-515.9pp | 405.60%-389.8pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,133 | $4,692-33.2% | $4,013-21.9% | $4,751-34.1% |
| Participant deferral / active EE | $4,018 | $6,938-42.1% | $6,221-35.4% | $6,710-40.1% |
| Admin fee / account holder | $2,290 | $10,708-78.6% | $9,003-74.6% | $11,403-79.9% |