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 6-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 | $18,463 | $110,502-83.3% | $80,716-77.1% | $167,490-89.0% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 22.53% | 120.54%-98.0pp | 87.28%-64.7pp | 478.56%-456.0pp |
| Employer contribution / active EE | $1,466 | $1,543-5.0% | $1,160+26.4% | $4,837-69.7% |
| Participant deferral / active EE | $6,441 | $2,871+124.4% | $2,146+200.2% | $6,341+1.6% |
| Admin fee / account holder | $1,547 | $4,545-66.0% | $3,380-54.2% | $12,309-87.4% |