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 7-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 | $13,577 | $111,724-87.8% | $93,606-85.5% | $145,922-90.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 13.87% | 202.98%-189.1pp | 133.20%-119.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,846 | $3,090-40.3% | $2,420-23.7% | $4,660-60.4% |
| Participant deferral / active EE | $4,280 | $4,912-12.9% | $4,411-3.0% | $6,688-36.0% |
| Admin fee / account holder | $1,376 | $10,250-86.6% | $8,285-83.4% | $13,397-89.7% |