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 | $14,668 | $99,877-85.3% | $84,966-82.7% | $145,922-89.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 83.76%-69.1pp | 66.38%-51.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,018 | $3,231-37.5% | $2,727-26.0% | $4,660-56.7% |
| Participant deferral / active EE | $4,439 | $5,291-16.1% | $4,519-1.8% | $6,688-33.6% |
| Admin fee / account holder | $2,228 | $7,248-69.3% | $6,149-63.8% | $13,397-83.4% |