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 | $16,722 | $107,934-84.5% | $91,989-81.8% | $152,861-89.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.19% | 89.24%-67.1pp | 69.02%-46.8pp | 345.32%-323.1pp |
| Employer contribution / active EE | $5,917 | $4,210+40.5% | $3,452+71.4% | $4,762+24.2% |
| Participant deferral / active EE | $8,717 | $6,364+37.0% | $5,923+47.2% | $5,850+49.0% |
| Admin fee / account holder | $18,343 | $10,520+74.4% | $7,743+136.9% | $11,596+58.2% |