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 8-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 | $23,213 | $102,966-77.5% | $90,281-74.3% | $152,861-84.8% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.4%+4.5pp |
| Annual return | 24.41% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-320.9pp |
| Employer contribution / active EE | $935 | $3,139-70.2% | $2,854-67.2% | $4,762-80.4% |
| Participant deferral / active EE | $4,108 | $4,281-4.1% | $3,885+5.7% | $5,850-29.8% |
| Admin fee / account holder | $325 | $6,171-94.7% | $5,351-93.9% | $11,596-97.2% |