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 9-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 | $8,845 | $108,172-91.8% | $77,482-88.6% | $158,922-94.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.75% | 31.67%-12.9pp | 54.79%-36.0pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,388 | $1,325+80.3% | $986+142.1% | $4,761-49.8% |
| Participant deferral / active EE | $4,447 | $2,456+81.0% | $1,861+138.9% | $5,982-25.7% |
| Admin fee / account holder | $664 | $3,708-82.1% | $2,858-76.8% | $11,246-94.1% |