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 | $15,413 | $107,934-85.7% | $91,989-83.2% | $152,861-89.9% |
| Participation rate | 95.2% | 81.2%+14.1pp | 78.6%+16.6pp | 82.4%+12.8pp |
| Annual return | 45.53% | 89.24%-43.7pp | 69.02%-23.5pp | 345.32%-299.8pp |
| Employer contribution / active EE | $3,377 | $4,210-19.8% | $3,452-2.2% | $4,762-29.1% |
| Participant deferral / active EE | $9,411 | $6,364+47.9% | $5,923+58.9% | $5,850+60.9% |
| Admin fee / account holder | $2,104 | $10,520-80.0% | $7,743-72.8% | $11,596-81.9% |