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 | $21,620 | $111,724-80.6% | $93,606-76.9% | $145,922-85.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 22.06% | 202.98%-180.9pp | 133.20%-111.1pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,767 | $3,090-42.8% | $2,420-27.0% | $4,660-62.1% |
| Participant deferral / active EE | $4,541 | $4,912-7.5% | $4,411+2.9% | $6,688-32.1% |
| Admin fee / account holder | $1,917 | $10,250-81.3% | $8,285-76.9% | $13,397-85.7% |