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 | $17,832 | $96,635-81.5% | $86,612-79.4% | $139,434-87.2% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 24.87% | 106.41%-81.5pp | 591.07%-566.2pp | 372.94%-348.1pp |
| Employer contribution / active EE | $748 | $3,263-77.1% | $3,022-75.2% | $4,751-84.3% |
| Participant deferral / active EE | $3,013 | $4,836-37.7% | $4,438-32.1% | $6,710-55.1% |
| Admin fee / account holder | $872 | $6,408-86.4% | $5,614-84.5% | $11,403-92.4% |