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 | $13,218 | $81,632-83.8% | $70,449-81.2% | $158,922-91.7% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 42.85% | 208.40%-165.6pp | 109.03%-66.2pp | 302.83%-260.0pp |
| Employer contribution / active EE | $1,012 | $3,217-68.5% | $2,737-63.0% | $4,761-78.7% |
| Participant deferral / active EE | $6,871 | $4,554+50.9% | $3,709+85.3% | $5,982+14.9% |
| Admin fee / account holder | $602 | $6,193-90.3% | $3,845-84.3% | $11,246-94.6% |